Jake Butcher, Cfp® Email and Phone Number
Jake Butcher, Cfp® work email
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Jake Butcher, Cfp® personal email
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Jake Butcher, Cfp® phone numbers
As a fee-only Registered Investment Advisor, HCM Wealth Advisors (Hengehold) is dedicated to serving individuals looking for intelligent solutions that will allow them to attain financial independence. For over 25 years, we have offered professional portfolio management services utilizing technology, independent research and the analytical skills of our investment team. Our loyalties are always aligned with our clients' best interests. Our goal is to be your trusted advisor based on integrity, knowledge and personalized service. If Financial Independence is important to you, we should talk.
Hcm Wealth Advisors & Cpas
View- Website:
- hcmwealthadvisors.com
- Employees:
- 27
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President | Wealth Advisor | PartnerHcm Wealth Advisors & CpasCincinnati, Oh, Us
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Partner | Wealth AdvisorHcm Wealth Advisors Jan 2011 - PresentCincinnati, Oh, UsHCM Wealth Advisors (Hengehold Capital) is an employee owned fee only Registered Investment Advisor.
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Research Analyst InternHcm Wealth Advisors Jun 2010 - Jan 2011Cincinnati, Oh, Us
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Broker Services Co-OpUltimus Fund Solutions, Llc Mar 2008 - Sep 2008Cincinnati, Oh, UsUltimus Fund Solutions is a mutual fund servicing company servicing the mutual fund industry. While working at Ultimus I provided support for shareholder services for the transfer agent group by processing electronic trade files through the Fund/SERV system, tracking payment processes, tax reporting on IRS forms, new account setups and daily trade confirmations production for all shareholder transactions.
Jake Butcher, Cfp® Skills
Jake Butcher, Cfp® Education Details
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University Of Cincinnati Carl H. Lindner College Of BusinessCo-Op Participant -
The Goering Center For Family & Private BusinessGraduate Of The Leadership Development Institute 2019
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Xavier UniversityExecutive Certificate In Financial Planning
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Cea Global Campus In Madrid, SpainInternational Business
Frequently Asked Questions about Jake Butcher, Cfp®
What company does Jake Butcher, Cfp® work for?
Jake Butcher, Cfp® works for Hcm Wealth Advisors & Cpas
What is Jake Butcher, Cfp®'s role at the current company?
Jake Butcher, Cfp®'s current role is President | Wealth Advisor | Partner.
What is Jake Butcher, Cfp®'s email address?
Jake Butcher, Cfp®'s email address is ja****@****tal.com
What is Jake Butcher, Cfp®'s direct phone number?
Jake Butcher, Cfp®'s direct phone number is +151359*****
What schools did Jake Butcher, Cfp® attend?
Jake Butcher, Cfp® attended University Of Cincinnati Carl H. Lindner College Of Business, The Goering Center For Family & Private Business, Xavier University, Cea Global Campus In Madrid, Spain.
What skills is Jake Butcher, Cfp® known for?
Jake Butcher, Cfp® has skills like Investments, Mutual Funds, Trading, Portfolio Management, Financial Analysis, Financial Services, Fixed Income, Financial Reporting, Retirement Planning, Wealth Management.
Who are Jake Butcher, Cfp®'s colleagues?
Jake Butcher, Cfp®'s colleagues are Kacidee Gemperle, Trí Toàn, Angelo Dimarzio, Jeff Creek, Maureen Everhart, Christy Barlow, Casey Boland, Vice President.
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