Best Investors Account Sign in
Inactive

Nathaniel Lewis Maxson

Truepoint, Inc.

Cincinnati, OH

Claim This Profile
Current Employers
Truepoint, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-04-23
  • OH RA
    APPROVED
    Since 2022-04-23

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
U.S. Bank Private Wealth Management Cincinnati OH 08/2019 12/2021
U.S. Bank Private Wealth Management Cincinnati OH 01/2018 08/2019
Unemployed Cincinnati OH 09/2016 01/2018
Fort Washington Investment Advisors Cincinnati OH 10/2012 09/2016
  • 02/2022 → Present
    Truepoint, Inc
    Cincinnati, OH
  • 08/2019 → 12/2021
    U.S. Bank Private Wealth Management
    Cincinnati, OH
  • 01/2018 → 08/2019
    U.S. Bank Private Wealth Management
    Cincinnati, OH
  • 09/2016 → 01/2018
    Unemployed
    Cincinnati, OH
  • 10/2012 → 09/2016
    Fort Washington Investment Advisors
    Cincinnati, OH
Designations

View on SEC IAPD

Other Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC
BRIXEY & MEYER CAPITAL LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

More in Cincinnati, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor