Wealth Dimensions Group, Ltd.
Wealth Dimensions Group, Ltd. (CRD# 107618) is a financial advisory firm headquartered in Cincinnati, OH. They manage $347,085,165 in 1,089 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management347MILLION
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Total Number of Accounts1,089ACCOUNTS
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Average Account Value$318,719
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, KY, OH, TX
Thomas Curti (CRD# 1033019) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 32 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.
Douglas Loftus (CRD# 1179499) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 34 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.
Erik Smith (CRD# 5666613) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 7 years of experience in the finance industry. Erik Smith 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.
Michael McCaw (CRD# 5476066) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 10 years of experience in the finance industry.
Daniel Vogelpohl (CRD# 4939637) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 6 years of experience in the finance industry.
Megan Bosco (CRD# 6710949) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry.
Eric Loftus (CRD# 6747281) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry. Eric 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.