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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.