Financial ADVSR advisor directory · SEC adviser records
Wealthquest Corporation financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Wealthquest Corporation office in Cincinnati, A to Z.
14 registered advisors work at Wealthquest Corporation in Cincinnati, out of 15 at the firm nationwide; it ranks number 41 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Wealthquest Corporation advisors in Cincinnati, A to Z
Every Wealthquest Corporation advisor →- Mark A. BatesCertified Financial Planner
- Jenny A. BurnsCertified Financial Planner
- Wade K. DanielCertified Financial Planner
- Megan K. HammannCertified Financial Planner
- W. D. KernCertified Financial Planner
- Daniel T. LarsonCertified Financial Planner
- Luke LeongChartered Financial Analyst
- Michael H. LoeweInvestment adviser rep
- Samuel MartinezInvestment adviser rep
- Michael T. Moore Jr.Investment adviser rep
- Luke R. NordmanCertified Financial Planner
- James C. OligerCertified Financial Planner
- Robert D. ReichweinInvestment adviser rep
- Michael RineyCertified Financial Planner
Wealthquest Corporation advisors in every city and state →Wealthquest Corporation: assets, clients and custodians →Advisor Moves: who changed firms this week →
Wealthquest Corporation advisors in other cities
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Wealthquest Corporation have in Cincinnati?
14 investment adviser representatives are registered at Wealthquest Corporation offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Wealthquest Corporation one of the largest advisor employers in Cincinnati?
Wealthquest Corporation ranks number 41 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Wealthquest Corporation advisor in Cincinnati?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealthquest Corporation office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.