Mark Bates, CFP, EA, CDFA
Chief Operating Officer at Wealthquest- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Cincinnati, Ohio, United States, US
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Experience
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Wealthquest
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United States
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Financial Services
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1 - 100 Employee
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Chief Operating Officer
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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.
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Director of Financial Planning
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Apr 2012 - Jun 2018
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Wealth Management Advisor
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Apr 2010 - Apr 2012
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Fifth Third Securities
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Financial Services
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700 & Above Employee
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Investment Consultant
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2002 - 2010
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Highland District Hospital
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United States
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Hospitals and Health Care
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100 - 200 Employee
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Board of Directors, VP
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Sep 2006 - Sep 2009
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Education
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The Ohio State University
Financial Planning -
Southern State Community College
Business Management -
Fairfield-Leesburg High School
Community
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