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Michael Hans Loewe

Wealthquest Corp.

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About Michael Hans Loewe

Michael Loewe is an Investment Advisor Representative at Wealthquest Corp. based in Cincinnati, OH. Michael has been in the industry since 1998. Michael is registered with the state of Ohio and holds the Series 7, 9, 10, 63, and 66 licenses. Michael's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Michael Loewe 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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Michael Loewe’s Registration & Firm History

OH

07/17/2014 - Present

Wealthquest Corp. (CINCINNATI OH)

OH

11/10/1998 - 06/03/2014

TD AMERITRADE, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 05/08/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/03/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/17/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 11/09/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Hans Loewe.
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