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Investment adviser representative · Wealthquest Corporation

James C. Oliger

CRD 2796231 · Cincinnati, OH

At a glance

James C. Oliger is an investment adviser representative with Wealthquest Corporation in Cincinnati, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 1999, about 27 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
1999 (27 years)
Designations
Certified Financial Planner
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

James’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.