Unclaimed
W. David Kern is an Investment Advisor Representative at Wealthquest Corp. based in Cincinnati, Ohio. W. David Kern is a Certified Financial Planner. W. David Kern has been in the industry since September 2013. W. David Kern is registered with the state of Ohio. Wealthquest Corp. is a registered investment advisor with the Securities and Exchange Commission. The firm has offices in Cincinnati, Ohio. Wealthquest Corp. is a registered investment advisor firm that specializes in providing financial planning, investment management, and tax return preparation services to a variety of clients, including individuals, families, businesses, and charitable organizations.
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
05/14/2014 - Present
Wealthquest Corp. (CINCINNATI OH)
IA
Issued 05/13/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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