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James Charles Oliger

Wealthquest Corp.

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About James Charles Oliger

James Charles Oliger is a Certified Financial Planner® with Wealthquest Corp. located in Cincinnati, Ohio. James has been in the financial services industry since 1996 and is registered as an Investment Advisor Representative in Ohio. James has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. James's firm, Wealthquest Corp., provides investment advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Wealthquest Corp. manages over $1 billion in assets.

Firm Information

James Oliger 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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James Oliger’s Registration & Firm History

OH

12/13/2006 - Present

Wealthquest Corp. (CINCINNATI OH)

MA

09/17/1996 - 06/27/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

09/17/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

BC

Issued 09/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Charles Oliger.
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