Fourth Dimension Financial Group
Fourth Dimension Financial Group (CRD# 156733) is a financial advisory firm headquartered in Perrysburg, OH. They serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MI, OH, TX
David Bensch (CRD# 5295254) is an Investment Advisor Representative working at Fourth Dimension Financial Group in Perrysburg, OH and has over 15 years of experience in the finance industry.
Adam Cufr, RICP® is a founding principal of Fourth Dimension Financial Group, LLC, and is an author, a sought-after media commentator and thought leader. Adam was named one of The 20 Most Creative People In Insurance in 2015, a columnist for Retirement Advisor Magazine, and is the author of Off the Record – Secrets to Building a Successful Retirement and a Lasting Legacy.
Adam has been featured in national publications such as The Wall Street Journal, Senior Market Advisor Magazine, LifeHealthPro, as well as locally in The Toledo Blade, The Defiance Crescent News and The Bryan Times. Adam writes the “Beyond the Money” column in The Suburban Press and has been frequently interviewed on WTOL Channel 11’s “More For Your Money,” often offering not-so-common common sense on a variety of financial topics.
After beginning his career at the world headquarters of a Fortune 500 Company based in St Louis, Adam spent the next ten years in various financial services businesses, deepening his knowledge with each experience. Fourth Dimension Financial Group is the culmination of the best of those experiences and seeks to replace much of the complexity that exists in retirement planning with clarity of thinking. As a result, Adam is invited regularly to speak about and teach financial concepts at events and workshops.
Adam earned licenses in life, health, and property & casualty insurance as well as the Series 6, 7, 24, 26, and 63 licenses. He also earned The American College’s prestigious Retirement Income Certified Professional® (RICP®) designation. Adam graduated from Bowling Green State University with business management degrees in Purchasing Materials Management and Production Operations Management. He is a native of Northwood, Ohio and in 2012 was chosen as Alumnus of the Year by Northwood High School.
Married since 1999, Adam and Carie are on a grand adventure with six daughters. Adam enjoys working out, reading thought-provoking books, and driving sports cars. For 20 years, Adam performed as a drummer in The Ohio Air National Guard Band of the Great Lakes. Drumming has allowed Adam to perform in six countries, on national television, with Miss America, and for The President of The United States.