Angela Charlene Williams

Employer firm

Wealthquest Corporation CRD 141473

$2.22B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• TAX RETURN PREP

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Wealthquest Corporation
  Cincinnati, OH

Previous Registrations

• 2013-01-10 → 2013-10-02
  Pnc Wealth Management Llc
  Western Springs, IL
  Evanston, IL
• 2009-01-22 → 2012-11-16
  Td Ameritrade, Inc.
  Chicago, IL
• 2009-01-22 → 2012-11-16
  Td Ameritrade Investment Management, Llc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2009-01-20
• S63 Uniform Securities Agent State Law Examination
  2007-05-07

Designations

• Certified Financial Planner