Robert Dorn Reichwein
Investment adviser representative at Wealthquest Corporation
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
20 yearsFirm in business
Are you Robert Dorn Reichwein? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wealthquest CorporationApr 2024 to now
- Total Wealth PlanningNov 2022 to Apr 2024
- Investment Distributors, Inc.Jan 2022 to Nov 2022
- Protective LifeOct 2019 to Apr 2024
- Concourse Financial Group (fka Proequities, Inc.)Oct 2019 to Jan 2022
- CwcJun 2019 to Sep 2019
- Fidelity InvestmentsJan 2018 to Aug 2018
- Lendkey TechnologiesMay 2017 to Dec 2017
- University of Cincinnati (ohio)Aug 2015 to May 2019
- The Christ HospitalAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealthquest Corporation
$2.2BAssets managed
1,593Clients
16Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7174602
- Firm CRD
- 141473