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Megan Kathleen Hammann

Wealthquest Corp.

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About Megan Kathleen Hammann

Megan Hammann is a financial advisor at Wealthquest Corp., a firm based in Cincinnati, OH. Megan has been in the industry for over 10 years. Megan has worked for several firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, PNC INVESTMENTS, and TD AMERITRADE, INC. Megan is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Wealthquest Corp. specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm provides financial planning, portfolio management, and pension consulting services.

Firm Information

Megan Hammann 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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Megan Hammann’s Registration & Firm History

OH

01/08/2024 - Present

Wealthquest Corp. (CINCINNATI OH)

OH

03/13/2014 - 11/10/2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CINCINNATI OH)

OH

12/06/2012 - 03/04/2014

PNC INVESTMENTS (LONDON OH)

OH

01/30/2009 - 11/20/2012

TD AMERITRADE, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 03/24/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Kathleen Hammann.
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