Wealthquest Information
Contact top employees from
Wealthquest
Summary
Wealthquest is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Cincinnati, Ohio, USA. The number of employees ranges from 25 to 100. The annual revenue of Wealthquest varies between 5.0M and 25M. To connect with Wealthquest employee register on SignalHire.
Organization Website | wqcorp.com |
Social Links |    |
Phone Number | +1 513-530-9700 |
Industries | |
Headquarters Location | 50 E-Business Way, Cincinnati, OH, 45241 US |
Employees Size | 10-50 employees |
Specialties | Investment Management, Retirement Planning, Estate Planning, College Planning, Insurance Evaluation, Long-Term Care, Tax Planning, Financial Planning |
SIC Code | 6199, 6189, 6282 |
DMA Code | Cincinnati Metropolitan Area |
Founded | 2006 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Wealthquest shows a diverse range of experience levels:
4% have been with the company for less than 1 year8% for 1–2 years12% for 3–4 years16% for 5–7 years16% for 8–10 years44% have over 11 years of service at WealthquestEx-employees positions
In Company
In New Company
Contact top employees from
Wealthquest
Dan Larson
Vice President
Steve King
Vice President
Amanda Ohe
Wealth Coordinator
Ryan Foley
Senior Wealth Coordinator
Natalie Youngquist
Wealth Coordinator
W David Kern
President
Luke Leong
Director of Investments
Brandon Butcher
Director of Tax Planning
Harjot Singh
Tax Advisor
Rob Reichwein
Associate Wealth Advisor
Katie Loewe
Associate Financial Planner
Sherri Hitsman
Administrative Assistant
Mary Kate Dee
Tax Associate
Anna Gentile
Director of Operations
Luke Nordman
Associate Wealth Advisor
Trishna Keiser
Senior Tax Advisor
Jordan Yeggy
Senior Tax Advisor
Jenny Burns
Senior Wealth Advisor
Michael Loewe
Wealth Management Advisor
Elizabeth Buhr
Director of Client Services
Megan Hammann
Director Of Financial Planning
Michael Moore
Wealth Management Advisor
Courtney Murnen
Tax Advisor
James Oliger
Senior Fund Analyst
Jill Northcutt
Senior Client Operations Specialist
Kory Orellana
Operations Manager
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FAQ
Wealthquest operates in the Finance industries. More details can be found on the official website: wqcorp.com.
The headquarters of Wealthquest are located in Cincinnati, United States.
You can contact Wealthquest by phone at +1 513-530-9700.
Wealthquest currently employs 10-50 people.
Wealthquest's revenue is approximately 11M.
