Michael J. Chasnoff
TRUEPOINT | CEO & Founder
Blue Ash, OH 45242
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CRD#: 1255010
Professional summary
Michael Jay Chasnoff, CFP® is a registered financial advisor currently at TRUEPOINT, INC. located in Blue Ash, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 3 firms and has passed the Series 63, Series 7 and Series 24 exams.
Biography
Since founding Truepoint in 1990, Michael Chasnoff has put an emphasis on assembling and leading a team that works well together for the exclusive benefit of the client. As CEO, he focuses on providing strategic vision and leadership to the firm and leading business development efforts.
Michael holds a bachelor’s degree in finance from the University of Texas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has contributed much as a former chairman of the National Association of Personal Financial Advisors (NAPFA) – the leading professional organization of fee-only financial advisors, a registered advisor with the National Football League Players Association (NFLPA), a founding member of the International Center for Wealth Advisory Excellence (ICWAE), a long-tenured member of the Institutional Advisor Council of Fidelity Investments, and a founder and former member of the board of directors of the National Advisors Trust Company (NATC).
Question & Answer
What are your service offerings?
Trust & estate planning
Trading individual securities
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Jay Chasnoff's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Accounting and Finance
1988 - 1989
Finance
1978 - 1982
Experience
Current
May 28, 2007 - Present
TRUEPOINT, INC.
Office #1: 9999 Carver Road, Blue Ash, OH 45242RIA
CRD#: 105664
Blue Ash, OH
Past
February 3, 1988 - January 30, 1992
KAVANAUGH SECURITIES, INC.
BD
CRD#: 10606
Past
August 21, 1985 - February 11, 1988
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TI
TRUEPOINT, INC.
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
CRD#: 105664 / SEC#: 801-25433
RIA
Registered Investment Advisory firm - (10/25/1985 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(5/18/2016)
IAR
Texas(5/28/2007)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TI
TRUEPOINT, INC.
ACS FINANCIAL ADVISORS LLC | TRUEPOINT, INC. | TRUEPOINT WEALTH COUNSEL, LLC | TRUEPOINT INSTITUTIONAL ADVISORS, LLC | TRUEPOINT FINANCIAL | TRUEPOINT FAMILY OFFICE | TRUEPOINT CAPITAL, LLC | COMMAS
CRD#: 105664 / SEC#: 801-25433
RIA
Registered Investment Advisory firm - (10/25/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9999 Carver Road Suite 200, Cincinnati, OH 45242
Mailing Address
Phone number
(513) 792-6648
Established
Firm type
Fiscal year end
# of Employees
95
SEC notice filing (31 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,863 |
| AUM (Assets Under Management) | $ 5,391,465,030 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2024 | ||
| 10/06/2023 | ||
| 01/11/2023 |
Red Flags
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Company Information
TRUEPOINT, INC.
CEO & FounderCRD#: 105664Blue Ash, OH 45242TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
