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W. David Kern, CFP®

Specializing in holistic wealth management through integrated financial services.

Wealthquest Corporation

Cincinnati

OH

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wealthquest Corporation 6 years, 2 months Sep 2013 - Present
Honeymoon 1 month Aug 2013 - Aug 2013
Mars Hill Academy 5 years Jul 2008 - Jul 2013

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by W. Kern

The Equifax Data Breach: What To Do Next
Published 2017-09-20 08:47:01
When Borrowing Money Makes Sense
Published 2017-08-31 06:39:54
The Value of a Financial Advisor
Published 2017-08-01 13:23:13
Are You Planning For Your Long-Term Care?
Published 2017-06-28 13:20:40
5 Compelling Reasons to Have a Roth IRA
Published 2017-06-06 06:05:34
How Losing Your Job Creates Opportunity
Published 2015-10-29 13:11:34
General Electric Retirement Analysis
Published 2015-10-09 07:48:58
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jun 2, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Wealthquest Corporation

    Last updated on March 28, 2017
      • $757.9M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 3K
        Accounts
      • $230.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees