Wealth Dimensions Group, Ltd.

Wealth Dimensions Group, Ltd. (CRD# 107618) is a financial advisory firm headquartered in Cincinnati, OH. They manage $707,888,549 in 2,036 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    708
    MILLION
  • Total Number of Accounts
    2,036
    ACCOUNTS
  • Average Account Value
    $347,686
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IN, KY, MI, NC, NY, OH, TN, TX

Financial Advisors at Wealth Dimensions Group, Ltd.
Showing 1 - 10 of 10 top financial advisors.
1
Megan M. Bosco
CRD#: 6710949
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

2
Thomas A. Curti
CRD#: 1033019
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

3
Douglas P. Loftus
CRD#: 1179499
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

4
Eric M. Loftus
CRD#: 6747281
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

5
Michael E. McCaw
CRD#: 5476066
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

6
Sean C. Paddock
CRD#: 4986437
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

7
Thomas J. Schiller
CRD#: 6917309
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

8
Erik C. Smith
CRD#: 5666613
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

9
Daniel D. Vogelpohl
CRD#: 4939637
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

10
Thomas M. Cooney
CRD#: 2183398
7870 E Kemper Road, Suite 210, Cincinnati, OH 45249

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.

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