DB
Donald Bateman
from National Wealth Management Group, LLC
Donald Bateman is a financial advisor based in Ohio, Cincinnati,
with 23 years of experience. Donald currently works for
National Wealth Management Group, LLC.
Donald maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Donald Bateman works at National Wealth Management Group, LLC
National Wealth Management Group, LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $234,067,062 of assets under management and employs about 19 people. National Wealth Management Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
11260 Chester Road, Suite 250, Cincinnati, Ohio, 45246
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