Unclaimed Profile

Wade Keith Daniel

WEALTHQUEST CORPORATION·CINCINNATI, Ohio

Clean record26 years registeredWEALTHQUEST CORPORATION

50 E-BUSINESS WAY, CINCINNATI, OH 45241CRD# 4348288Firm CRD# 141473

Profile Verification

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

Identity

Wade Keith Daniel · CINCINNATI, OH

Registration

CRD #4348288 · WEALTHQUEST CORPORATION · 26 years registered

Brand Profile

Not yet started

Career History

WEALTHQUEST CORPORATION

Dec 2006 – present

WEALTH PLANNING CORP

Nov 1999 – Apr 2010

CINCINNATI, OH

Registrations & Exams

Registration record

First registered · November 8, 1999

Years registered · 26

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

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Frequently Asked Questions

What services does Wade Keith Daniel offer?

Wade Keith Daniel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Wade Keith Daniel's credentials?

Wade Keith Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wade Keith Daniel located?

Wade Keith Daniel is based in CINCINNATI, Ohio, working with WEALTHQUEST CORPORATION. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Wade Keith Daniel charge for services?

Wade Keith Daniel'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.

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