Foster & Motley Inc
Legal Name: FOSTER & MOTLEY, INC.
Full Contact Details
Foster & Motley Inc
7755 MONTGOMERY ROAD, SUITE 100, CINCINNATI, OH
513-561-6640
513-272-7527
Other Info
Foster & Motley, Inc. is an Ohio-based corporation that employs 36 individuals, 18 of whom serve in advisory roles. With over two decades of SEC-approved experience, the firm provides financial advice to a group of 143 clients.
Wealth Management Firm Cincinnati | Foster & Motley
My F&M Search: The Power of & Services & Fees Our Team About You Insights Contact Us My F&M Foster & Motley Ranked in Top 250 Firms in FA Magazine’s 2020 Annual Ranking View the Rankings Who is Foster & Motley We enable wealth-wise transactions and planning to help you navigate your financial t…
Direct Owners
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ANTHONY ROBERT LUCKHARDT
SHAREHOLDER owns more than 5% but less than 10%
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DAVID ALAN FOSTER
SHAREHOLDER owns more than 10% but less than 25%
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DAVID J NIENABER
SHAREHOLDER & DIRECTOR owns more than 5% but less than 10%
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ELIZABETH M GREEN
SHAREHOLDER & DIRECTOR owns more than 10% but less than 25%
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JEFFREY RYAN ENGLISH
SHAREHOLDER owns less than 5%
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JOSEPH ANTHONY PATTERSON
SHAREHOLDER owns less than 5%
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LAWRENCE JAMES BERNHARD
CHIEF COMPLIANCE OFFICER owns less than 5%
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LUCAS PARKER HAIL
SECRETARY, SHAREHOLDER & DIRECTOR owns more than 10% but less than 25%
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PAUL DAVID STAUBACH
TREASURER, SHAREHOLDER & DIRECTOR owns more than 10% but less than 25%
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RACHEL ANN RASMUSSEN
SHAREHOLDER owns less than 5%
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RALPH JACOB SCHERER
SHAREHOLDER owns more than 10% but less than 25%
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THOMAS J. GUIDI
SHAREHOLDER & DIRECTOR owns more than 5% but less than 10%
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WILLIAM MARK MOTLEY
CHAIRMAN, SHAREHOLDER & DIRECTOR owns more than 10% but less than 25%
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ZACHARY TYLER HORN
PRESIDENT, SHAREHOLDER & DIRECTOR owns less than 5%