Nicolette Goedde
212 Wealth Management Group · Loveland, Ohio
Nicolette Goedde is a fee-only financial advisor at 212 Wealth Management Group in Loveland, Ohio. 212 Wealth Management Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 212 Wealth Management Group |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.3M across 209 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6793928 |
| Exams passed | Series 66 (2019) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Profile |
How Nicolette's firm compares
- 212 Wealth Management Group's average account is about $116,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Nicolette
Is Nicolette Goedde a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicolette holds no broker registration, and 212 Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicolette charge for financial advice?
Nicolette's firm, 212 Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Nicolette Goedde based?
Nicolette Goedde is based in Loveland, Ohio.
Is Nicolette Goedde registered with the SEC?
Yes. Nicolette Goedde is registered as an investment adviser representative in OH (CRD 6793928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does 212 Wealth Management Group manage?
212 Wealth Management Group reports $24.3M across 209 accounts in assets under management.
How do I contact Nicolette Goedde?
Contact details aren't on file yet. Search for 212 Wealth Management Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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