Joshua B. Bentz
TRUEPOINT
Cincinnati, OH 45202
Some features on this profile are disabled
CRD#: 6644743
Professional summary
Joshua B Bentz, CFP® is a registered financial advisor currently at TRUEPOINT, INC. located in Cincinnati, Ohio.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Joshua has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Inheritance
Retirement Planning
Budgeting
Investment Planning
Comprehensive Financial Planni...
Education Planning
Do you have an area of expertise or specialization?
Business Owners
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
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 Joshua B Bentz'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®
CFP®
Start date: 2017
Experience
Current
March 24, 2023 - Present
TRUEPOINT, INC.
Office #1: 1355 Walnut Street, Cincinnati, OH 45202RIA
CRD#: 105664
Cincinnati, OH
Past
January 3, 2018 - March 22, 2023
WEALTHPOINT ADVISORS LLC
RIA
CRD#: 151723
INDIANAPOLIS, IN
Past
June 15, 2016 - December 31, 2017
WEALTHPOINT ADVISORS LLC
RIA
CRD#: 151723
INDIANAPOLIS, IN
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(3/24/2023)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUEPOINT, INC.
CRD#: 105664Cincinnati, OH 45202TRUST BUT VERIFY
Monitor Joshua Bentz
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
