Mark A. Bates

Verksamhetschef på

Wealthquest Corp.

Consumer Services

Finance

Profil

Mr. Mark A. Bates is a Chief Operating Officer at Wealthquest Corp.
After managing a small business for 12 years, Mr. Bates began his career in financial services with Fifth Third Bank.
He spent 2 years in Management and the following 6 years as an Investment Consultant with Fifth Third Securities.
He graduated in 1990 with a degree in Business Management from Southern State College.
He studied financial planning at The Ohio State University and earned the right to use the Certified Financial Planner (CFP) mark in 2006.
He also holds the Certified Divorce Financial Analyst (CDFA) designation.

Aktiva positioner av Mark A. Bates

Företag	Position	Start
Wealthquest Corp. Wealthquest Corp. Investment ManagersFinance Wealthquest primarily allocates client investments among mutual funds, exchange traded funds (ETFs), structured notes, stocks (common or preferred), bonds, option contracts, private placements or other illiquid investments, certificates of deposit, and other securities and/or contracts relating to the same. Once allocated, the firm provides ongoing monitoring and maintenance of account performance, asset allocation and client investment objectives.	Verksamhetschef	2018-06-01

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Privata företag	2
Southern State Community College (Ohio) Southern State Community College (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wealthquest Corp. Wealthquest Corp. Investment ManagersFinance Wealthquest primarily allocates client investments among mutual funds, exchange traded funds (ETFs), structured notes, stocks (common or preferred), bonds, option contracts, private placements or other illiquid investments, certificates of deposit, and other securities and/or contracts relating to the same. Once allocated, the firm provides ongoing monitoring and maintenance of account performance, asset allocation and client investment objectives.	Finance

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