Unclaimed Profile

James M. Lenhoff

WEALTHQUEST CORPORATION·CINCINNATI, Ohio

Series 6, Series 7, Series 63Clean record21 years registeredWEALTHQUEST CORPORATION

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 4335437Firm CRD# 141473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James M. Lenhoff · CINCINNATI, OH

Registration

CRD #4335437 · WEALTHQUEST CORPORATION · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHQUEST CORPORATION

WEALTHQUEST CORPORATION

Dec 2006 – Jun 2023

CINCINNATI, OH

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Mar 2005 – May 2005

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · March 4, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHQUEST CORPORATION

CRD 141473 · SEC 801-67079

AUM

$1.8B

Regulatory assets under management

Employees

4,864 client accounts

Services offered by WEALTHQUEST CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHQUEST CORPORATION →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James M. Lenhoff offer?

James M. Lenhoff specializes in Financial Planning, Investment Management, Wealth Management.

What are James M. Lenhoff's credentials?

James M. Lenhoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James M. Lenhoff located?

James M. Lenhoff is based in CINCINNATI, Ohio, last registered with WEALTHQUEST CORPORATION.

How does James M. Lenhoff charge for services?

James M. Lenhoff's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHQUEST CORPORATION?

WEALTHQUEST CORPORATION has approximately 38 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →