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Kimberly Ann Geary

Chief Compliance OfficerBartlett & Co. Wealth Management LLCCRD 1071527

About Kimberly Ann Geary

Kimberly Ann Geary is listed as Chief Compliance Officer at Bartlett & Co. Wealth Management LLC in Cincinnati, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Bartlett & Co. Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimberly Ann Geary work?

Kimberly Ann Geary is listed as Chief Compliance Officer at Bartlett & Co. Wealth Management LLC on SEC Form ADV.

How much of Bartlett & Co. Wealth Management LLC does Kimberly Ann Geary own?

Form ADV reports a beneficial ownership band of Under 5%.

Bartlett & Co. Wealth Management LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2022
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