Lenox Wealth Management Inc
Legal Name: LENOX WEALTH MANAGEMENT, INC.
Full Contact Details
Lenox Wealth Management Inc
8044 MONTGOMERY ROAD, SUITE 170, CINCINNATI, OH
513-618-7080
513-618-7079
Other Info
Lenox Wealth Management Inc is an Ohio-based corporation with 13 employees, 9 of whom are in advisory roles. The firm serves a select clientele of 3 clients and has been approved by the U.S. Securities and Exchange Commission since its registration date in September 2004.
Creative Planning | Wealth Management & Financial Advisors
Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning, investment management, and retirement planning.
Direct Owners
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ANNE LAME MEGERLE
SENIOR VICE PRESIDENT owns less than 5%
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BEN F WELLS
DIRECTOR owns less than 5%
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ELIZABETH ANNE BUHR
VICE PRESIDENT owns less than 5%
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HEATHER M LUECKE
VICE PRESIDENT owns less than 5%
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JOHN CHRISTOPHER LAME
DIRECTOR/CHAIRMAN/CEO owns more than 50% but less than 75%
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KRISTIN BLEY WILSON
CHIEF COMPLIANCE OFFICER owns less than 5%
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MATTHEW EDWARD LYNCH
DIRECTOR owns less than 5%
Custodians
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MILLENIUM TRUST COMPANY
United States