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RIA / WealthAdvisorCertified Financial Planner17 years in industry

MEGAN KATHLEEN HAMMANN

Advisor at WEALTHQUEST CORPORATION

CINCINNATI, OH

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Search this name across graphsid dfx:ria:a176e7cb-e682-328f-12ee-9b839919e1c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 26, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHQUEST CORPORATION
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 24, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 24, 2009
First registration: Mar 26, 2009
Dual registered: no
Other names: MEGAN KATHLEEN MCCARTHY|Megan K McCarthy
IAPD individual key: 5608921

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHQUEST CORPORATION	Independent wealth	Jan 8, 2024	n/a	yes	CINCINNATI, OH	Current employment
CASSADY SCHILLER WEALTH MANAGEMENT, LLC	Former SEC adviser	Sep 29, 2020	Jul 26, 2022	no	CINCINNATI, OH	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 13, 2014	Nov 10, 2016	no	CINCINNATI, OH	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Dec 6, 2012	Mar 4, 2014	no	LONDON, OH\|DAYTON, OH	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 26, 2009	Nov 20, 2012	no	CINCINNATI, OH	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 26, 2009	Nov 20, 2012	no	Cincinnati, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CASSADY SCHILLER WEALTH MANAGEMENT, LLC	WEALTHQUEST CORPORATION	Jul 26, 2022	Jan 8, 2024	531	Firm change after gap	RIA to RIA
ADVICE AND PLANNING SERVICES	CASSADY SCHILLER WEALTH MANAGEMENT, LLC	Nov 10, 2016	Sep 29, 2020	1,419	Firm change after gap	Other
PNC WEALTH MANAGEMENT	ADVICE AND PLANNING SERVICES	Mar 4, 2014	Mar 13, 2014	9	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	PNC WEALTH MANAGEMENT	Nov 20, 2012	Dec 6, 2012	16	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Nov 20, 2012	Mar 26, 2009	-1,335	Channel change	Other

Relationships

Registered with (6)

→ WEALTHQUEST CORPORATIONRegistered adviserregistration: current employment
Jan 8, 2024 to presentfactForm ADV
→ CASSADY SCHILLER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 29, 2020 to Jul 26, 2022factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 13, 2014 to Nov 10, 2016factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 6, 2012 to Mar 4, 2014factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 26, 2009 to Nov 20, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 26, 2009 to Nov 20, 2012factForm ADV

Dated events

Occurred
Jul 26, 2022
Advisor changed firm
Megan Kathleen Hammann left Cassady Schiller Wealth Management, Llc for Wealthquest Corporation (registered 2024-01-08)
Form ADVobserved 4 days ago