Mark Bates, CFP, EA, CDFA

Chief Operating Officer at Wealthquest
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Wealthquest
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Operating Officer
      • Jun 2018 - Present

      Invest In Your Life. We’ll Do The Rest. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of experts, all under one roof, for one simple fee.To learn more about our three-tiered approach to financial planning, check out the links below.

    • Director of Financial Planning
      • Apr 2012 - Jun 2018

    • Wealth Management Advisor
      • Apr 2010 - Apr 2012

  • Fifth Third Securities
    • Financial Services
    • 700 & Above Employee
    • Investment Consultant
      • 2002 - 2010

  • Highland District Hospital
    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Board of Directors, VP
      • Sep 2006 - Sep 2009

Education

  • The Ohio State University
    Financial Planning
    2005 - 2006
  • Southern State Community College
    Business Management
    1987 - 1989
  • Fairfield-Leesburg High School
    1984 - 1987

Community

You need to have a working account to view this content. Click here to join now