Joshua Dennis Kommer
Investment adviser representative at Truepoint, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$6.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Truepoint, Inc.Feb 2022 to now
- Self-employed Commodity TraderAug 2017 to Jan 2022
- Tempus Futures ManagementJan 2015 to Jul 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Truepoint, Inc.
$6.4BAssets managed
1,934Clients
40Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7536419
- Firm CRD
- 105664