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Angela Charlene Williams

Wealthquest Corp.

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About Angela Charlene Williams

Angela Charlene Williams is a financial advisor with Wealthquest Corp. and has been in the industry since 2007. Angela Williams holds the Series 3, Series 7, and Series 66 securities licenses. Angela Williams specializes in providing financial planning services to individuals and businesses and is also a certified financial planner. Angela Williams has been with Wealthquest Corp. since 2013.

Firm Information

Angela Williams is currently registered with Wealthquest Corp.. Wealthquest Corp. is an investment advisor headquartered in CINCINNATI, OH with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and other services. Wealthquest Corp. serves a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Wealthquest Corp.

50 E-BUSINESS WAY

CINCINNATI, OH 45241

$1.79B

Assets Under Management

2

Total Clients

14

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax return prep

Tax return prep

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.

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fixed fees

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

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percentage of assets

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

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Angela Williams’s Registration & Firm History

IL

01/01/2014 - Present

Wealthquest Corp. (OAK BROOK IL)

IL

01/10/2013 - 10/02/2013

PNC INVESTMENTS (WESTERN SPRINGS IL)

IL

01/12/2009 - 11/16/2012

TD AMERITRADE, INC. (CHICAGO IL)

IL

03/29/2007 - 01/02/2009

ROBBINS SECURITIES, INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 01/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/02/2006

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Charlene Williams.
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