Chief Compliance Officer And Office Manager
CurrentAdminister the firm's Compliance Program. Coordination of the day-to-day functions of the firm.
Dec 2010 - Present
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Larry Bernhard, Iaccp Email & Phone Number
Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management
at
Foster & Motley, Inc.
1 work email found
@fosterandmotley.com
3 phones found area 513
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management
Location
Cincinnati, Ohio, United States
Who is Larry Bernhard, Iaccp? Overview
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Quick answer
Larry Bernhard, Iaccp is listed as Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management at Foster & Motley, Inc., based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at fosterandmotley.com, phone signal with area code 513, and a matched LinkedIn profile for Larry Bernhard, Iaccp.
Larry Bernhard, Iaccp previously worked as Chief Compliance Officer and Office Manager at Foster & Motley, Inc. and Compliance Officer at General Electric Credit Union. Larry Bernhard, Iaccp holds Bachelor’S Degree, Finance & Insurance from University Of Cincinnati Carl H. Lindner College Of Business.
Company email context
Email format at Foster & Motley, Inc.
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{first}@fosterandmotley.com
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AeroLeads found 1 current-domain work email signal for Larry Bernhard, Iaccp. Compare company email patterns before reaching out.
Profile bio
About Larry Bernhard, Iaccp
At Foster & Motley, Inc. our mission is to understand the life clients envision and objectively act to achieve it.What sets Foster & Motley apart from other advisors?We provide comprehensive wealth management service which incorporates both investment management and financial planning to provide the greatest value to high net worth clients. Our advice is holistic, independent, and objective.• We embrace our fiduciary responsibility, always putting our client’s interest ahead of our own when rendering advice. We’ve structured our business around this principal by being 100% employee-owned.• Our team approach allows clients to benefit from multiple qualified specialists. All of our financial professionals are highly qualified and have had extensive and ongoing education and training.• We are your financial partner. We will help you navigate your financial terrain, enabling you to make highly-informed, wealth-wise decisions with confidence. • All compensation is fee-only and transparent, coming directly from clients. Commissions influence advice, so we don’t accept them.
Listed skills include Compliance Monitoring, Management, and Leadership.
Current workplace
Larry Bernhard, Iaccp's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Larry Bernhard, Iaccp work experience
A career timeline built from the work history available for this profile.
Compliance Officer
General Electric Credit Union
Maintained and developed the credit union's Compliance Program. Interpreted state and federal rules and regulations. Created and implemented policies and procedures.
Mar 2010 - Dec 2010
Compliance Officer - Consultant (Contract Basis)
Ifs Financial Services - A Member Of The Western & Southern Financial Group
Supported the broker dealers, and their affiliated distribution systems within IFS Financial Services in regards to firm, SEC, FINRA, and State compliance requirements. Performed audits and regular testing to ensure policies and procedures were followed and maintained.
Jun 2009 - Mar 2010
Compliance Officer
Bartlett & Co. - Investment Advisors
Responsible for the development and supervision of the firm’s Compliance Program, working closely with the parent company in reviewing industry regulations and standards. Established a comprehensive 30 item compliance monitoring and oversight plan that included regular testing, which was instrumental in ensuring the firm met its fiduciary responsibilities.
Jan 2006 - Dec 2008
Brokerage Operations Manager/Supervisor
Bartlett & Co.
1996 - 2006. Managed brokerage operations functions, and performed as the liaison between the firm and parent company regarding all brokerage functions, supervising three staff members.1988 - 1995. Responsible for the daily operations of the departments, supervising five staff members.
Jun 1988 - Jan 2006
2 education records
Larry Bernhard, Iaccp education
Bachelor’S Degree, Finance & Insurance
Education record
Purcell High School
FAQ
Frequently asked questions about Larry Bernhard, Iaccp
Quick answers generated from the profile data available on this page.
What company does Larry Bernhard, Iaccp work for?
Larry Bernhard, Iaccp works for Foster & Motley, Inc..
What is Larry Bernhard, Iaccp's role at Foster & Motley, Inc.?
Larry Bernhard, Iaccp is listed as Chief Compliance Officer and Office Manager at Foster & Motley Inc. - Wealth Management at Foster & Motley, Inc..
What is Larry Bernhard, Iaccp's email address?
AeroLeads has found 1 work email signal at @fosterandmotley.com for Larry Bernhard, Iaccp at Foster & Motley, Inc..
What is Larry Bernhard, Iaccp's phone number?
AeroLeads has found 3 phone signal(s) with area code 513 for Larry Bernhard, Iaccp at Foster & Motley, Inc..
Where is Larry Bernhard, Iaccp based?
Larry Bernhard, Iaccp is based in Cincinnati, Ohio, United States while working with Foster & Motley, Inc..
What companies has Larry Bernhard, Iaccp worked for?
Larry Bernhard, Iaccp has worked for Foster & Motley, Inc., General Electric Credit Union, Ifs Financial Services - A Member Of The Western & Southern Financial Group, Bartlett & Co. - Investment Advisors, and Bartlett & Co..
How can I contact Larry Bernhard, Iaccp?
You can use AeroLeads to view verified contact signals for Larry Bernhard, Iaccp at Foster & Motley, Inc., including work email, phone, and LinkedIn data when available.
What schools did Larry Bernhard, Iaccp attend?
Larry Bernhard, Iaccp holds Bachelor’S Degree, Finance & Insurance from University Of Cincinnati Carl H. Lindner College Of Business.
What skills is Larry Bernhard, Iaccp known for?
Larry Bernhard, Iaccp is listed with skills including Compliance Monitoring, Management, and Leadership.
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