JG
JG

Joseph Grobbel

8 Years of Experience
Cincinnati, OH
Broker

Joseph Grobbel is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
Loading...

Location

303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203

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 Activities

Joseph engages in business-to-business marketing and solicitation activities for Separately Managed Accounts and Model Portfolio Delivery options. This takes a few hours per week and is compensated via an override.

Employment History
Current Registrations
Touchstone Advisors INC
January 2019 - Present · 7 yrs 4 mos
Touchstone Securities, LLCBroker
August 2017 - Present · 8 yrs 9 mos
State Registrations9 states
ALDCDEFLMDMIOHPRVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joseph Grobbel - Financial Advisor | TrueAdvisor