Partner and Financial Advisor · Wealth Dimensions Group, LTD.
Thomas J. Schiller
CRD 6917309 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Dimensions Group, LTD., an SEC-registered wealth manager based in Cincinnati, OH with $1.2 billion in regulatory assets, lists Thomas J. Schiller on its Form ADV as Partner and Financial Advisor, a control person.
Firms and roles
- Wealth Dimensions Group, LTD.Partner and Financial AdvisorWealth manager · Cincinnati, OH · $1.2B in regulatory assets
AtlasMembers
Thomas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (10)
- Thomas A. CurtiManaging Member, Wealth Dimensions Group, LTD.
- Douglas P. LoftusManaging Member, Wealth Dimensions Group, LTD.
- Daniel D. VogelpohlPrincipal and Financial Advisor, Wealth Dimensions Group, LTD.
- Eric M. LoftusPartner and Financial Adviser, Wealth Dimensions Group, LTD.
- Matthew S. BolserPartner and Senior Portfolio Manager, Wealth Dimensions Group, LTD.
5 more people named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.