Wealthquest Financial Services, LLC

Wealthquest Financial Services, LLC (CRD# 116749) is a financial advisory firm headquartered in Norfolk, VA. They manage $407,660,031 in 1,012 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    408
    MILLION
  • Total Number of Accounts
    1,012
    ACCOUNTS
  • Average Account Value
    $402,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
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.

CA, FL, LA, MD, NC, NY, VA

Financial Advisors at Wealthquest Financial Services, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Paul G. Dinardo
CRD#: 4472423
150 W. Main Street, Suite 1860, Norfolk, VA 23510
93
Wealthminder
score

Paul Dinardo (CRD# 4472423) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 7 years of experience in the finance industry.

2
Martin A. Einhorn
CRD#: 4472413
150 W. Main Street, Suite 1860, Norfolk, VA 23510
93
Wealthminder
score

Martin Einhorn (CRD# 4472413) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 7 years of experience in the finance industry.

3
Nancy J. Hall
CRD#: 5826560
150 W. Main Street, Suite 1860, Norfolk, VA 23510
93
Wealthminder
score

Nancy Hall (CRD# 5826560) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 7 years of experience in the finance industry.

4
Rankin T. Ring
CRD#: 4813625
150 W. Main Street, Suite 1860, Norfolk, VA 23510
93
Wealthminder
score

Rankin Ring (CRD# 4813625) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 13 years of experience in the finance industry.

5
Alvin A. Wall
CRD#: 4472418
150 W. Main Street, Suite 1860, Norfolk, VA 23510
93
Wealthminder
score

Alvin Wall (CRD# 4472418) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has over 7 years of experience in the finance industry.

6
Cheryl A. Furlong
CRD#: 4472415
555 Main Street, Suite 1500, Norfolk, VA 23510
90
Wealthminder
score

Cheryl Furlong (CRD# 4472415) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has 1 year of experience in the finance industry. Cheryl Furlong 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
Steven E. Sandoval
CRD#: 6668755
150 W. Main Street, Suite 1860, Norfolk, VA 23510
90
Wealthminder
score

Steven Sandoval (CRD# 6668755) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has 1 year of experience in the finance industry.

8
Jeffrey S. Chernitzer
CRD#: 4472411
555 Main Street, Suite 1500, Norfolk, VA 23510
87
Wealthminder
score

Jeffrey Chernitzer (CRD# 4472411) is an Investment Advisor Representative working at Wealthquest Financial Services, LLC in Norfolk, VA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.