Profil
Mr. James C.
Oliger is a Senior Fund Analyst at Wealthquest Corp.
He has been providing service and advice to clients since graduating in 1997.
He earned a Bachelor of Science degree in Financial Planning from Wright State University in 1997, then earned the right to use the Certified Financial Planner (CFP) mark in 2000.
He also holds the Chartered Mutual Fund Counselor designation, has earned the Board Certified in Securities (BCS) designation and is an Accredited Tax Preparer.
Aktive Positionen von James Charles Oliger
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Analyst-Equity | 01.09.2006 |
Ausbildung von James Charles Oliger
| Wright State University (Ohio) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
