Thomas Curti, financial advisor Cincinnati OH
96 score

Thomas Curti

CRD Number: 1033019
Current Firm: Wealth Dimensions Group, Ltd.

Thomas Curti (CRD# 1033019) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 31 years of experience in the finance industry. Thomas Curti 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.

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Professional Designations
Company Name Location Dates Years
Wealth Dimensions Family Office, Inc. (fna Spectrum Fin'l Svcs) Cincinnati, OH Jun 2015 - Current 2
Wealth Dimensions Group, Ltd.(fna Spectrum Fin'l Advisors, Llc) Cincinnati, OH Mar 2009 - Current 8
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 May 1986
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Thomas A. Curti
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


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Clean Record
This advisor has a clean track record with regulators.

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