Wealthquest Corporation

Wealthquest Corporation (CRD# 141473) is a financial advisory firm headquartered in Cincinnati, OH. They manage $624,020,739 in 3,039 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    624
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wealthquest Corporation
Showing 1 - 10 of 10 top financial advisors.
1
Shawn M. Scott
CRD#: 5000330
50 E-business Way, Suite 120, Cincinnati, OH 45241
101
Wealthminder
score
Shawn Scott (CRD# 5000330) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 8 years of experience in the finance industry.
2
Mark A. Bates
CRD#: 4606121
50 E-business Way, Suite 120, Cincinnati, OH 45241
96
Wealthminder
score

Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 13 years of experience in the finance industry. Mark Bates 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.

3
Stephen P. King
CRD#: 4146263
50 E-business Way, Suite 120, Cincinnati, OH 45241
96
Wealthminder
score

Stephen King (CRD# 4146263) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 16 years of experience in the finance industry. Stephen King 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.

4
James M. Lenhoff
CRD#: 4335437
50 E-business Way, Suite 120, Cincinnati, OH 45241
96
Wealthminder
score

James Lenhoff (CRD# 4335437) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 15 years of experience in the finance industry. James Lenhoff 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.

5
Joseph R. Richmond
CRD#: 1014262
50 E-business Way, Suite 120, Cincinnati, OH 45241
96
Wealthminder
score

Joseph Richmond (CRD# 1014262) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 19 years of experience in the finance industry. Joseph Richmond 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.

6
Angela C. Williams
CRD#: 5250377
2015 Spring Road, Suite B315, Oak Brook, IL 60523
96
Wealthminder
score

Angela Williams (CRD# 5250377) is an Investment Advisor Representative working at Wealthquest Corporation in Oak Brook, IL and has over 9 years of experience in the finance industry. Angela Williams 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.

7
Michael H. Loewe
CRD#: 3073105
50 E-business Way, Suite 120, Cincinnati, OH 45241
93
Wealthminder
score

Michael Loewe (CRD# 3073105) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 18 years of experience in the finance industry.

8
W. D. Kern
CRD#: 6270778
50 E-business Way, Suite 120, Cincinnati, OH 45241
92
Wealthminder
score

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.

9
Wade K. Daniel
CRD#: 4348288
50 E-business Way, Suite 120, Cincinnati, OH 45241
90
Wealthminder
score

Wade Daniel (CRD# 4348288) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has 1 year of experience in the finance industry. Wade Daniel 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.

10
James C. Oliger
CRD#: 2796231
50 E-business Way, Suite 120, Cincinnati, OH 45241
90
Wealthminder
score

James Oliger (CRD# 2796231) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has 1 year of experience in the finance industry. James Oliger 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.

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