Unclaimed Profile

Daniel David Vogelpohl

WEALTH DIMENSIONS GROUP, LTD.·CINCINNATI, Ohio

SIE, Series 7, Series 24, Series 63, Series 66Clean record14 years registeredWEALTH DIMENSIONS GROUP, LTD.

7870 E KEMPER ROAD, CINCINNATI, OH 45249CRD# 4939637Firm CRD# 107618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel David Vogelpohl · CINCINNATI, OH

Registration

CRD #4939637 · WEALTH DIMENSIONS GROUP, LTD. · 14 years registered

Brand Profile

Not yet started

Career History

WEALTH DIMENSIONS FAMILY OFFICE, INC

Sep 2018 – present

WEALTH DIMENSIONS GROUP, LTD.

Jun 2017 – present

FIFTH THIRD SECURITIES, INC.

Jul 2012 – May 2017

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 23, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH DIMENSIONS GROUP, LTD.

CRD 107618 · SEC 801-37668

AUM

$858M

Regulatory assets under management

Employees

2,272 client accounts

Services offered by WEALTH DIMENSIONS GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH DIMENSIONS GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does Daniel David Vogelpohl offer?

Daniel David Vogelpohl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Daniel David Vogelpohl's credentials?

Daniel David Vogelpohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel David Vogelpohl located?

Daniel David Vogelpohl is based in CINCINNATI, Ohio, working with WEALTH DIMENSIONS GROUP, LTD.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Daniel David Vogelpohl charge for services?

Daniel David Vogelpohl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH DIMENSIONS GROUP, LTD.?

WEALTH DIMENSIONS GROUP, LTD. has approximately 19 employees and manages $858M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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