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W. David Kern

Wealthquest Corporation

Cincinnati, OH

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Current Employers
Wealthquest Corporation

50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-05-14
  • OH RA
    APPROVED
    Since 2014-05-14

Branch Locations

50 E-Business Way Suite 120, Cincinnati, OH 45241 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthquest Corporation Cincinnati OH 09/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-13
  • S65 Uniform Investment Adviser Law Examination
    2014-05-13
Designations

View on SEC IAPD

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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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