Dr. Jason Van Duyn CFP®, ChFC, CLU, MBA founded AQuest Wealth Strategies on a philosophy of continuous learning. At AQuest, we believe that each member of the team must always continue to re-educate themselves in order to keep up with an ever-changing financial environment. The team is then prepared to tackle the myriad of potential challenges that client’s face by offering innovative and individualized strategies. To learn more about each member of our amazing team please click on the group photo.
The AQuest Team has been in the financial services industry since the late
1990's. During their tenure providing strategies for client's goals, they have
earned three industry credentials: including
CERTIFIED FINANCIAL PLANNER™
Doctorate of Business Administration
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Master's in Business Administration
Masters in taxation
Certified Public Accountant
Although each financial product and service is important in its own right, the
goal of the AQuest team is the cohesive management of every aspect of your
financial situation. By taking a holistic approach to managing your total
financial situation, AQuest is able to help you pursue all your financial goals
and not just address one area of your complex financial life. By respecting the
interdependence of your financial aspirations and the resources available to
pursue those goals, we help maximize the allocation of your resources. AQuest
provides our clients with tax planning, risk management, retirement planning,
investment planning, debt management and estate planning.
In the event that we are unable to provide the service needed, we will work with our expansive network of trusted professionals to connect you with the right resource.
We are independent financial advisors with LPL Financial, the largest independent broker/dealer for the last consecutive 21 years.* As independent advisors, the AQuest team isn't under pressure to push certain products or to fulfill any sales quotas, allowing us to provide our clients professional and objective advice. Further, AQuest does not offer any proprietary securities or insurance.
AQuest offers a total wealth management approach, which requires a high level of client contact. In addition to investments, many AQuest clients fulfill multiple financial needs with products offered by other members of the team through LPL Financial. With this wide breadth of products available, we are able to have fewer clients per advisor, therefore affording them more time to spend helping each client work toward their financial goals. We think this service model also allows us to be better able to anticipate the unique needs of our clients, which can potentially help them avoid roadblocks to their success.
As independent financial advisors, we have access to the known universe of investment products. This open architecture enables the client to choose the compensation structure of their account. Clients are able to choose between a commission product or a fee-based model based on what they are most comfortable with. Fee-based asset managment is offered through LPL Financial.
Thank you for taking the time to explore how AQuest can improve your financial position. Click here to learn more about our amazing team. We sincerely look forward to partnering in a better tomorrow.Learn More
Securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IN,IL,TX,MI,NC,AZ,VA,FL,OH,CO