WEALTH PLANNING CORP of CINCINNATI, OH is an SEC-registered investment adviser (CRD 105369). Regulatory assets under management: $518.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Daniel Cavanaugh Keith | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| Todd Allan Steinbrink | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Angela Sue Dietrich | VICE PRESIDENT OF OPERATIONS | — |
| JOHNSON JOHN MICHAEL | FOUNDER AND PRINCIPAL; FOUNDER AND SENIOR ADVISOR; PRESIDENT (+1 more) | — |
| DANIEL WADE K | VICE PRESIDENT | — |
| STEINBRINK TODD ALLAN | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |