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MH

Megan K. Hammann

WEALTHQUEST
Cincinnati, OH 45241
Some features on this profile are disabled
CRD#: 5608921
MH

Professional summary

Megan Kathleen Hammann, CFP®, who also goes by Megan Kathleen Mccarthy, Megan K Mccarthy, is a registered financial advisor currently at WEALTHQUEST CORPORATION located in Cincinnati, Ohio.

Megan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Megan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Megan Kathleen Mccarthy | Megan K Mccarthy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Kathleen Hammann's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

January 8, 2024 - Present

WEALTHQUEST CORPORATION

Office #1: 50 E-business Way Suite 120, Cincinnati, OH 45241
RIA
CRD#: 141473
Cincinnati, OH
Past

September 29, 2020 - July 26, 2022

CASSADY SCHILLER WEALTH MANAGEMENT, LLC

RIA
CRD#: 129113
CINCINNATI, OH
Past

March 13, 2014 - November 10, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CINCINNATI, OH
Past

March 13, 2014 - November 10, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CINCINNATI, OH
Past

December 6, 2012 - March 4, 2014

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
LONDON, OH
Past

December 6, 2012 - March 4, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
LONDON, OH
Past

March 26, 2009 - November 20, 2012

TD AMERITRADE, INC.

RIA
CRD#: 7870
CINCINNATI, OH
Past

March 26, 2009 - November 20, 2012

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
CINCINNATI, OH
Past

January 30, 2009 - November 20, 2012

TD AMERITRADE, INC.

BD
CRD#: 7870
CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WC
WEALTHQUEST CORPORATION
WEALTHQUEST CORPORATION

CRD#: 141473 / SEC#: 801-67079

RIA
Registered Investment Advisory firm - (8/17/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(1/8/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2009
General Securities Representative Examination

Current Firm

WC
WEALTHQUEST CORPORATION
WEALTHQUEST CORPORATION

CRD#: 141473 / SEC#: 801-67079

RIA
Registered Investment Advisory firm - (8/17/2006 Approved)
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Contact information

Main Address
50 E-business Way Suite 120, Cincinnati, OH 45241
Mailing Address
50 E-business Way Suite 120, Cincinnati, OH 45241
Phone number
(513) 530-9700
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHQUEST CORPORATION FORM ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts5,194
AUM (Assets Under Management)$ 1,932,422,881

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTHQUEST CORPORATION

CRD#: 141473Cincinnati, OH 45241

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