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TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Wealthquest Corporation, and the other entities named above are separate, unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

CFA Institute does not endorse, promote or warrant the accuracy or quality of Wealthquest. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.