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Robert Dorn Reichwein

Wealthquest Corp.

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About Robert Dorn Reichwein

Robert Dorn Reichwein is an investment advisor representative with Wealthquest Corp. Robert has been in the financial services industry since January 2020 and has worked for several firms, including Investment Distributors, Inc., Concourse Financial Group Securities, Inc., and Protective Life. Robert holds the Series 63 and Series 65 licenses, as well as the Series 6TO and SIE exams. Robert's specializations include financial planning, portfolio management for businesses and individuals, and pension consulting. Robert specializes in working with high net worth individuals, charitable organizations, and pension and profit sharing plans.

Firm Information

Robert Reichwein 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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Robert Reichwein’s Registration & Firm History

OH

05/09/2024 - Present

Wealthquest Corp. (CINCINNATI OH)

KY

01/03/2022 - 11/14/2022

INVESTMENT DISTRIBUTORS, INC. (Covington KY)

KY

01/16/2020 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (COVINGTON KY)

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Licenses & Designations

IA

Issued 05/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/15/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Dorn Reichwein.
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