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W. David Kern

Wealthquest Corp.

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About W. David Kern

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.

Firm Information

W. Kern 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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W. Kern’s Registration & Firm History

OH

05/14/2014 - Present

Wealthquest Corp. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 05/13/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for W. David Kern.
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