Lauren Michalos Niestradt

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2018
  Riverpoint Capital Management, Llc
  Cincinnati, OH
• 01/2018 → Present
  Truepoint Wealth Counsel
  Cincinnati, OH

Previous Registrations

• 2016-02-02 → 2018-02-21
  Mariner Wealth Advisors
  Cincinnati, OH

Other Businesses

Board of Trustees for Cincinnati Observatory Foundation, Ambassador Council Member for Cincinnati Zoo and Botanical Garden

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Lauren Michalos
• Lauren R Michalos