Wealth Dimensions Group, Ltd.
Wealth Dimensions Group, Ltd. (CRD# 107618) is a financial advisory firm headquartered in Cincinnati, OH. They manage $857,881,023 in 2,272 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management858MILLION
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Total Number of Accounts2,272ACCOUNTS
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Average Account Value$377,588
- 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)
- Educational seminars/workshops
- Other
CA, CO, FL, IN, KY, MI, NC, NY, OH, TN, TX
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.
Thomas Curti (CRD# 1033019) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 37 years of experience in the finance industry.
Douglas Loftus (CRD# 1179499) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 40 years 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.
Michael McCaw (CRD# 5476066) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 15 years of experience in the finance industry.
Sean Paddock (CRD# 4986437) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 18 years of experience in the finance industry.
Thomas Schiller (CRD# 6917309) 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.
Erik Smith (CRD# 5666613) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has over 13 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 12 years of experience in the finance industry.
Thomas Cooney (CRD# 2183398) is an Investment Advisor Representative working at Wealth Dimensions Group, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry.