BH
BH

Brad Hennebert

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,760 clients
Average Client Portfolio
$467K average
Assets Under Management
$822.1M

Fee Structure

Minimum Investment:None
Loading...

Location

5000 Horizons Drive, Upper Arlington, OH, 43220

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brad is a partner at Premier Tax CPAs, focusing on tax preparation, accounting, and bookkeeping since 2003. He also owns Real Wealth Advisors and Westerville Real Holdings, both involved in real estate sales, rental properties, and property management, and is an agent for non-variable insurance.

Employment History
Current Registrations
Tcp Asset Management, LLC
August 2024 - Present · 1 yr 6 mos
State Registrations4 states
CACOFLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.