James Charles Oliger

Analyst-Equity at

Wealthquest Corp.

Consumer Services

Finance

Profile

Mr. James C.
Oliger is a Senior Fund Analyst at Wealthquest Corp.
He has been providing service and advice to clients since graduating in 1997.
He earned a Bachelor of Science degree in Financial Planning from Wright State University in 1997, then earned the right to use the Certified Financial Planner (CFP) mark in 2000.
He also holds the Chartered Mutual Fund Counselor designation, has earned the Board Certified in Securities (BCS) designation and is an Accredited Tax Preparer.

James Charles Oliger active positions

Companies	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.	Analyst-Equity	01/09/2006

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Private companies	2
Wright State University (Ohio) Wright State University (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

Private companies