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Conor Clement Feldmann

Truepoint, Inc.

Columbus, OH

Cincinnati, OH

CRD 7508871

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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 2022-02-23
  • OH RA
    APPROVED
    Since 2022-02-23

Branch Locations

Columbus, OH • United States

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 12/2016 Present
Cardinal Health Columbus OH 11/2015 11/2016
  • 12/2016 → Present
    Truepoint, Inc.
    Cincinnati, OH
  • 11/2015 → 11/2016
    Cardinal Health
    Columbus, OH
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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