linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Q2 Wealth Management

Headquartered in LEXINGTON, KY

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Q2 Wealth Management is a wealth management firm headquartered in [Main Office Address]. They have 3 investment adviser representatives and manage over $111 million in assets for 433 clients. They primarily serve individuals other than high-net-worth individuals and corporations or other businesses, offering financial planning, portfolio management for individuals, and educational seminars.

Q2 Wealth Management

$111.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

Q2 WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

LEXINGTON, KY

Advisors at Q2 Wealth Management

View All 2 Advisors
Unclaimed
Jeffrey David Ziemann

CFP®, RA

LEXINGTON, KY

View Profile
Unclaimed
Aaron Blake Combs

RA

View Profile
Unclaimed
Raymond Martin Backers

CFP®, RA

LEXINGTON, KY

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Q2 Wealth Management is right for you?

Disclosures

There are no public disclosures for Q2 Wealth Management.

Frequently Asked Questions (6)

Not sure if Q2 Wealth Management is right for you?