Career
Kyle Pohlman has been Director of Bartlett & Co. Wealth Management since February 2018. Kyle Pohlman is a control person of the firm and directly owns under 5% of it.
Bartlett & Co. Wealth Management LLC is a Cincinnati, OH firm with $10.3B under management, 2,263 clients and 34 advisers across 3 offices, as of its March 2026 filing.
Kyle W. Pohlman is a Wealth Advisor and Principal at Bartlett Wealth Management. He focuses on investment management for individuals, families, foundations and endowments.
- – present · 8 yearsCincinatti, OH · Adviser representative · Firm CRD 292246
- Bartlett & Co. LLC– · 3 yearsCincinnati, OH · Adviser representative · Firm CRD 159973
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 30 April 2018 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 23 August 2004 |
- Name
- General Securities Representative Examination
Individual record
- Full name
- Kyle William Pohlman
- CRD
- 4653608
- Office
- 600 Vine Street, Suite 2100, Cincinatti, OH 45202
- Firm bio
- bartlett1898.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Kyle Pohlman work?
Kyle Pohlman has been Director of Bartlett & Co. Wealth Management LLC since February 2018, and is a control person of the firm.
Is Kyle Pohlman a financial advisor?
Yes. Kyle Pohlman has a current investment-adviser registration in Ohio, through Bartlett & Co. Wealth Management since April 2018.
How many years of experience does Kyle Pohlman have?
Kyle Pohlman has 11 years in the financial industry, since March 2015, across 2 adviser firms.
What exams has Kyle Pohlman passed?
Kyle Pohlman passed the Series 7 in August 2004.
Where did Kyle Pohlman work before Bartlett & Co. Wealth Management?
Before Bartlett & Co. Wealth Management, Kyle Pohlman was registered through Bartlett & Co. LLC, February 2015 to April 2018.
Where is Kyle Pohlman based?
Kyle Pohlman’s registered office is in Cincinatti, OH.