August S. Hemmerich
Professional summary
August Summer Hemmerich, CFP®, who also goes by August Summer Snelbaker, is a registered financial advisor currently at TRUEPOINT, INC. located in Blue Ash, Ohio.
August is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. August has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view August Summer Hemmerich's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
February 17, 2023 - Present
TRUEPOINT, INC.
Office #1: 9999 Carver Road, Blue Ash, OH 45242October 18, 2019 - October 27, 2021
DFA SECURITIES LLC
Primary Firm SEC Registration
TRUEPOINT, INC.
CRD#: 105664 / SEC#: 801-25433
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/17/2023)
Exams
Series 7TO
Date: 10/18/2019
General Securities Representative ExaminationCurrent Firm
TRUEPOINT, INC.
CRD#: 105664 / SEC#: 801-25433
Contact information
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#: 105664Blue Ash, OH 45242TRUST BUT VERIFY
Monitor August Hemmerich
Get automatic monthly alerts on:
