WEALTHQUEST CORPORATION of CINCINNATI, OH is an SEC-registered investment adviser (CRD 141473). Regulatory assets under management: $2.2B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| Patrick Daniel Hayes | CHIEF COMPLIANCE OFFICER | — |
| Daniel Cavanaugh Keith | CEO; PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Wade Keith Daniel | CEO | — |
| James M Lenhoff | BOARD MEMBER | — |
| Stephen Paul King | VICE PRESIDENT | — |
| Mark A Bates | CHIEF OPERATING OFFICER | — |
| W. David Kern | PRESIDENT | — |
| Daniel Thomas Larson | VICE PRESIDENT | — |
| KERN BENJAMIN DAVID | PRESIDENT | — |
| KING LOREN PAUL | DIRECTOR OF FINANCIAL PLANNING; VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| LENHOFF JAMES M | DIRECTOR OF MISSION; PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| RICHMOND JOSEPH ROBERT | SENIOR ADVISOR | — |
| LARSON SCOTT THOMAS | VICE PRESIDENT | — |
| BATES MARK A | CHIEF OPERATING OFFICER; DIRECTOR OF FINANCIAL PLANNING | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| James M. Lenhoff | BOARD MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OAK BROOK | IL | 1 | 630-581-3580 |