linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jenny Ann Burns

Wealthquest Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jenny? Claim Your Profile

About Jenny Ann Burns

Jenny Burns is a financial advisor at Wealthquest Corp., a Cincinnati, Ohio firm. Jenny has been in the industry since 1989 and has worked for several firms, including Charles Schwab & Co., Inc., Invest Financial Corporation, and LFG Investments, Inc. Jenny is a Certified Financial Planner and holds Series 7 and Series 63 licenses. Jenny specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Jenny is registered with the state of Ohio.

Firm Information

Jenny Burns 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

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.

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.

Jenny Burns’s Registration & Firm History

OH

05/11/2022 - Present

Wealthquest Corp. (CINCINNATI OH)

TX

02/07/1992 - 11/18/1996

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

WI

04/14/1989 - 12/31/1990

INVEST FINANCIAL CORPORATION (APPLETON WI)

MO

06/23/1987 - 03/29/1989

LFG INVESTMENTS, INC. (ST. LOUIS MO)

Not sure if Jenny Ann Burns is right for you?

Licenses & Designations

BC

Issued 06/25/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jenny Ann Burns.
Not sure if Jenny Ann Burns is right for you?