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Brendan Cassidy Keating

Truepoint, Inc.

Cincinnati, OH

CRD 8048952

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Employer firm

Truepoint, Inc. CRD 105664

$6.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Truepoint, Inc.

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-17
  • OH RA
    APPROVED
    Since 2025-03-17

Branch Locations

9999 Carver Road Suite 200, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truepoint, Inc. Cincinnati OH 10/2023 Present
Deloitte & Touche Llp Cincinnati OH 09/2019 10/2023
Unemployed Cincinnati OH 05/2019 09/2019
University Of Dayton Dayton OH 09/2014 05/2019
  • 10/2023 → Present
    Truepoint, Inc.
    Cincinnati, OH
  • 09/2019 → 10/2023
    Deloitte & Touche Llp
    Cincinnati, OH
  • 05/2019 → 09/2019
    Unemployed
    Cincinnati, OH
  • 09/2014 → 05/2019
    University Of Dayton
    Dayton, OH
Designations
  • Certified Financial Planner

View on SEC IAPD

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JEFFREY JOSEPH SPITZMILLER
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Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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