W. Kern, financial advisor Cincinnati OH
92 score

W. Kern

CRD Number: 6270778
Current Firm: Wealthquest Corporation

W. Kern (CRD# 6270778) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 2 years of experience in the finance industry. W. Kern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Cincinnati OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Score
108
Similar Advisors
James Owens, financial advisor Cincinnati OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Score
106
Similar Advisors
Nathan Bishop, CFA, financial advisor Cincinnati OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Wealthquest Corporation Cincinnati, OH Sep 2013 - Current 3
Honeymoon Sharonville, OH Aug 2013 - Aug 2013 < 1
Mars Hill Academy Mason, OH Jul 2008 - Jul 2013 5
Full-time Student Hillsdale, MI Jun 2004 - Jun 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for W. D. Kern
Phone Number: 513-530-9700
Firm Website: http://www.wqcorp.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    624
    MILLIONS
  • Total Number of Accounts
    3,039
    ACCOUNTS
  • Average Account Value
    $205,338
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, LA, MI, MN, MO, NC, NH, NY, OH, OR, PA, RI, SC, TN, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.