Wade Keith Daniel
Amministratore Delegato presso Wealthquest Corp.
Posizioni attive di Wade Keith Daniel
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Amministratore Delegato | 13/07/2006 | - |
| Fondatore | 13/07/2006 | - | |
| Membro del Comitato di Investimento | 13/07/2006 | - | |
| Gestore di Portafoglio-Azioni | 13/07/2006 | - |
Storia della carriera di Wade Keith Daniel
Formazione di Wade Keith Daniel
| University of Cincinnati (Ohio) | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 3 |
Posizioni
| Chief Executive Officer | 1 |
| Founder | 1 |
| Investment Committee Member | 1 |
Settori
| Finance | 2 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 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 |
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