Wealthquest
Everybody wants help managing their finances. That's why successful and busy people like you seek experts when facing the new and unexpected. You reach out to people like your attorney, financial planner, and accountant, hoping they can point you in the right direction. But the wealth management industry is broken. While each person may counsel you with expertise, every piece of advice leads down a different path. You end up left in the middle trying to coordinate all of the moving parts and making a decision on something you've never experienced before. Sound overwhelming? That's because it is. One Team. One Plan. One Simple Fee. Discover a new approach to coordinated wealth management where your investments, tax preparation, and estate planning services are offered by one team of professionals, all under one roof, for one simple fee. For informational purposes only. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. Wealthquest Corporation (“Wealthquest”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The ideas expressed do not constitute legal, tax, or investment advice or a recommendation of any particular strategy. Before investment decisions, seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory, and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements are based on assumptions, and results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. Wealthquest is not required to update information presented unless otherwise required by applicable law. For more information, including our Form ADV Part 2A Brochure, visit https://adviserinfo.sec.gov/firm/summary/141473 or contact us at 513-530-9700.
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Verified contacts
35
available on Kipplo
LinkedIn employees
44
11 to 50 range
Open roles
—
no listings
Distinct roles
25
indexed titles
Tech stack
0
tools in use
Monthly traffic
76
organic / mo
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Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- JL
James Lenhoff
Board Member · General Business & Management
EmailPhone - JB
Jenny Burns
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JN
Jill Northcutt
Senior Client Operations Specialist · Operations
EmailPhone - KO
Kory Orellana
Operations Manager · Operations
EmailPhone - AO
Amanda Ohe
Wealth Coordinator · Finance & Accounting
EmailPhone - JO
James Oliger
Senior Fund Analyst · Finance & Accounting
EmailPhone - JY
Jordan Yeggy
Tax Advisor · Finance & Accounting
EmailPhone - JS
Joy Shehane
Wealth Administrator and Event Coordinator · Other
EmailPhone - ML
Michael Loewe
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 9 of 35 verified contacts
Top roles at Wealthquest
25 distinct titles indexed · top 10 shown.
- 4wealth management advisor
- 3tax advisor
- 2associate wealth advisor
- 2senior tax advisor
- 2tax associate
- 1associate financial planner
- 1board member
- 1chief executive officer
- 1chief operating officer
- 1client services representative
- +15more titles
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