Lori Beth Poole is listed as Director 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 Lori Beth Poole work?
Lori Beth Poole is listed as Director at Bartlett & Co. Wealth Management LLC on SEC Form ADV.
How much of Bartlett & Co. Wealth Management LLC does Lori Beth Poole own?
Form ADV reports a beneficial ownership band of Under 5%.