Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Paul King is a Certified Financial Planner™ who is registered with the state of Ohio. Stephen is currently employed by Wealthquest Corp. and has been with the firm since August 2007. Prior to that, Stephen was with Equity Services, Inc. from April 2000 to August 2007. Stephen has a Series 6 and Series 63 license. Stephen specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses and Pension Consulting. Stephen has experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Wealthquest Corp. is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides a variety of services to its clients, including financial planning, portfolio management, and pension consulting. Wealthquest Corp. is located in Cincinnati, Ohio.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax return prep
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
08/07/2007 - Present
Wealthquest Corp. (CINCINNATI OH)
OH
04/17/2000 - 08/01/2007
EQUITY SERVICES, INC. (CINCINNATI OH)
BC
Issued 08/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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