CoverProfile

Walter Lunsford

Chief Executive Officer, Managing Partner, President

9258 Wealth Management

United States, Ohio, Cincinnati

About Me

Walt was recognized as one of America’s top 10 outstanding financial advisors during 2005 by Registered Rep. Magazine (see more). This award was the result of his dedication to client service, his productivity, commitment to education and his generosity in giving back to the community. Walt assists individuals, retirees, corporations and professional athletes grow, preserve and transition their wealth. In some cases, Walt is working with the third generation of families. As the Managing Partner, President and CEO of 9258 Wealth Management, Walt’s responsibilities include oversight of all facets of the practice, including portfolio management and risk control as well as financial, retireme

View more

Profile Information

Chief Executive Officer, Managing Partner, President

9258 Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Cincinnati

Ohio

United States

Aug 15, 2024

More profiles to browse

SC
Scot Cone
Executive Vice President
Profile Photo
Dean Johns
Senior Wealth Advisor
Profile Photo
Larry Langefels
Chief Financial Officer
Profile Photo
Pete Bohrofen
Vice President - Investments

You Might Like

RD
Russ Degitz
Principal
Huntington University
PM
Prtima MISHRA1
Software Engineer
PA TEST
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank