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Joshua Dennis Kommer

Truepoint, Inc.

Cincinnati, OH

CRD 7536419

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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 2022-04-19
  • OH RA
    APPROVED
    Since 2022-04-19

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 02/2022 Present
Self-Employed Commodity Trader Cincinnati OH 08/2017 01/2022
Tempus Futures Management Chicago IL 01/2015 07/2017
  • 02/2022 → Present
    Truepoint, Inc
    Cincinnati, OH
  • 08/2017 → 01/2022
    Self-Employed Commodity Trader
    Cincinnati, OH
  • 01/2015 → 07/2017
    Tempus Futures Management
    Chicago, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

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

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

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

More in Cincinnati, OH

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