Wade Keith Daniel
Chief Executive Officer at Wealthquest Corp.
Wade Keith Daniel active positions
| Companies | Position | Start | End |
|---|---|---|---|
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Chief Executive Officer | 2006-07-12 | - |
| Founder | 2006-07-12 | - | |
| Investment Committee Member | 2006-07-12 | - | |
| Portfolio Manager-Equities | 2006-07-12 | - |
Career history of Wade Keith Daniel
Training of Wade Keith Daniel
| University of Cincinnati (Ohio) | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Founder | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Finance |
- Stock Market
- Insiders
- Wade Keith Daniel
- Experience
