Douglas Loftus, financial advisor Cincinnati OH
96 score

Douglas Loftus

CRD Number: 1179499
Current Firm: Wealth Dimensions Group, Ltd.

Douglas Loftus (CRD# 1179499) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 33 years of experience in the finance industry. Douglas Loftus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Timothy Guthrie, CFP, financial advisor Cincinnati OH
Timothy R. Guthrie, CFP
CRD# 1989045
Bullseye Investment Management, LLC
Similar Advisors
James Owens, financial advisor Cincinnati OH
James W. Owens
CRD# 4780124
Lang Advisors LLC
Similar Advisors
Nathan Bishop, CFA, financial advisor Cincinnati OH
Nathan A. Bishop, CFA
CRD# 5594136
Opus Capital Group, LLC
Professional Designations
Company Name Location Dates Years
Wealth Dimensions Family Office, Inc. (fna Spectrum Fin'l Svcs) Cinncinnati, OH Jun 2015 - Current 1
Wealth Dimensions Group, Ltd.(fna Spectrum Fin'l Advisors, Llc) Cincinnati, OH Mar 2009 - Current 7
Spectrum Financial Services, Inc. Cincinnati, OH Jul 1986 - Jun 2015 28
Spectrum Financial Advisors, Llc(fna Spectrum Advisory Svcs Llc) Cincinnati, OH Mar 2004 - Mar 2009 5
Fsc Securities Corporation Cincinnati, OH Aug 1995 - Feb 2008 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Douglas P. Loftus
Phone Number: 513-554-6000
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Douglas Loftus and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.