Career
Lori Poole has been Director of Bartlett & Co. Wealth Management since February 2018. Lori Poole is a control person of the firm and directly owns under 5% of it. Lori Poole holds a BBA in Finance and Real Estate from the University of Cincinnati.
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.
Lori B. Poole is a Wealth Advisor and Principal at Bartlett Wealth Management. The firm says she joined in 2009 and provides investment management and financial planning services.
- – present · 8 yearsCincinatti, OH · Adviser representative · Firm CRD 292246
- Bartlett & Co. LLC– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 159973
Credentials and registrations
Professional designations
Listed by Bartlett & Co. Wealth Management
- CERTIFIED FINANCIAL PLANNER® professional
- Registered Life Planner®
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 30 April 2018 |
- Status
- Approved
Examinations
No examinations are on Lori Poole’s record.
Individual record
- Full name
- Lori Beth Poole
- CRD
- 6657517
- 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 Lori Poole work?
Lori Poole has been Director of Bartlett & Co. Wealth Management LLC since February 2018, and is a control person of the firm.
Is Lori Poole a financial advisor?
Yes. Lori Poole has a current investment-adviser registration in Ohio, through Bartlett & Co. Wealth Management since April 2018.
How many years of experience does Lori Poole have?
Lori Poole has 10 years in the financial industry, since June 2016, across 2 adviser firms.
Where did Lori Poole work before Bartlett & Co. Wealth Management?
Before Bartlett & Co. Wealth Management, Lori Poole was registered through Bartlett & Co. LLC, May 2016 to April 2018.
Where is Lori Poole based?
Lori Poole’s registered office is in Cincinatti, OH.
Is Lori Poole a CFP?
Bartlett & Co. Wealth Management lists Lori Poole with the CFP credential (“CERTIFIED FINANCIAL PLANNER® professional”) on its website. CFP Board confirms certification status.