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Samuel Martinez

Wealthquest Corp.

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About Samuel Martinez

Samuel Martinez is an investment advisor representative with Wealthquest Corp. Samuel has been in the industry since May 2019. Prior to joining Wealthquest Corp., Samuel worked at Pruco Securities, LLC in Indianapolis, Indiana. Samuel has passed the Series 66, Series 7TO and SIE exams. Samuel's specialties include financial planning, pension consulting and portfolio management.

Firm Information

Samuel Martinez 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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Samuel Martinez’s Registration & Firm History

OH

06/01/2021 - Present

Wealthquest Corp. (CINCINNATI OH)

IN

05/11/2019 - 04/29/2021

PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 06/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Martinez.
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