Wealthquest Corporation
Wealthquest Corporation (CRD# 141473) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,493,990,937 in 4,562 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management1,494MILLION
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Total Number of Accounts4,562ACCOUNTS
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Average Account Value$327,486
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WI
Mark Bates (CRD# 4606121) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 21 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.
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.
W. Kern (CRD# 6270778) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 9 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.
Stephen King (CRD# 4146263) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 23 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.
Michael Loewe (CRD# 3073105) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 25 years of experience in the finance industry.
Michael Moore (CRD# 1711030) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 36 years of experience in the finance industry.
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.
Angela Williams (CRD# 5250377) is an Investment Advisor Representative working at Wealthquest Corporation in Oak Brook, IL and has over 16 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.
Jenny Burns (CRD# 1693770) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has over 36 years of experience in the finance industry. Jenny Burns 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.
Daniel Larson (CRD# 7544845) is an Investment Advisor Representative working at Wealthquest Corporation in Cincinnati, OH and has 1 year of experience in the finance industry. Daniel Larson 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.