Financial ADVSR advisor directory · SEC adviser records
Wealth Dimensions Group, Ltd. financial advisors in Ohio
Every SEC-registered investment adviser representative at a Wealth Dimensions Group, Ltd. office in Ohio, by city and A to Z.
8 registered advisors work at Wealth Dimensions Group, Ltd. in Ohio, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Cincinnati (8). 6 list the CFP designation and 0 are also registered broker representatives.
Wealth Dimensions Group, Ltd. advisors by city in Ohio
Every firm in Ohio →Wealth Dimensions Group, Ltd. advisors in Ohio, A to Z
Search by name →- Thomas M. CooneyCincinnati · Certified Financial Planner
- Thomas A. CurtiCincinnati · Certified Financial Planner
- Robert F. FeatherCincinnati · Certified Financial Planner, Chartered Financial Consultant
- Douglas P. LoftusCincinnati · Certified Financial Planner
- Sean C. PaddockCincinnati
- Thomas J. Schiller Jr.Cincinnati · Certified Financial Planner
- Erik C. SmithCincinnati · Certified Financial Planner
- Daniel D. VogelpohlCincinnati
Wealth Dimensions Group, Ltd. advisors in every state →Wealth Dimensions Group, Ltd.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Wealth Dimensions Group, Ltd. financial advisors are in Ohio?
8 investment adviser representatives are registered at Wealth Dimensions Group, Ltd. offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Wealth Dimensions Group, Ltd. have the most advisors?
Cincinnati, with 8. Wealth Dimensions Group, Ltd. has advisors in 1 city in Ohio.
How do I check a Wealth Dimensions Group, Ltd. advisor in Ohio?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealth Dimensions Group, Ltd. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.