Wealthquest Corporation

Wealthquest Corporation (CRD# 141473) is a financial advisory firm headquartered in Cincinnati, OH. They manage $993,223,918 in 3,931 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    993
    MILLION
  • Total Number of Accounts
    3,931
    ACCOUNTS
  • Average Account Value
    $252,664
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.

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

Financial Advisors at Wealthquest Corporation
Showing 1 - 10 of 13 top financial advisors.
1
Mark A. Bates
CRD#: 4606121
50 E-business Way, Suite 120, Cincinnati, OH 45241

Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 17 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.

2
Wade K. Daniel
CRD#: 4348288
50 E-business Way, Suite 120, Cincinnati, OH 45241

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.

3
Adam M. Day
CRD#: 5907704
50 E-business Way, Suite 120, Cincinnati, OH 45241

Adam Day (CRD# 5907704) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 9 years of experience in the finance industry. Adam Day 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
Charles R. Ehrenfried
CRD#: 5262673
50 E-business Way, Suite 120, Cincinnati, OH 45241

Charles Ehrenfried (CRD# 5262673) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 13 years of experience in the finance industry. Charles Ehrenfried 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
W. D. Kern
CRD#: 6270778
50 E-business Way, Suite 120, Cincinnati, OH 45241

W. Kern (CRD# 6270778) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 6 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.

6
Stephen P. King
CRD#: 4146263
50 E-business Way, Suite 120, Cincinnati, OH 45241

Stephen King (CRD# 4146263) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 20 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.

7
James M. Lenhoff
CRD#: 4335437
50 E-business Way, Suite 120, Cincinnati, OH 45241

James Lenhoff (CRD# 4335437) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 19 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.

8
Michael H. Loewe
CRD#: 3073105
50 E-business Way, Suite 120, Cincinnati, OH 45241

Michael Loewe (CRD# 3073105) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 22 years of experience in the finance industry.

9
Michael T. Moore
CRD#: 1711030
50 E-business Way, Suite 120, Cincinnati, OH 45241

Michael Moore (CRD# 1711030) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 33 years of experience in the finance industry.

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

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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