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Actieve functies van Wade Keith Daniel
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 13-07-2006 | - |
Oprichter | 13-07-2006 | - | |
Lid van de Investeringscommissie | 13-07-2006 | - | |
Portefeuillebeheerder-Aandelen | 13-07-2006 | - |
Loopbaan van Wade Keith Daniel
Opleiding van Wade Keith Daniel
University of Cincinnati (Ohio) | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Operationeel
Chief Executive Officer | 1 |
Founder | 1 |
Investment Committee Member | 1 |
Sectoraal
Finance | 2 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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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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