Unclaimed Profile

Douglas Paul Loftus

WEALTH DIMENSIONS GROUP, LTD.·CINCINNATI, Ohio

Series 4, Series 6, Series 22, Series 24, Series 42, Series 51, Series 52, Series 62, Series 63, Series 65Clean record23 years registeredWEALTH DIMENSIONS GROUP, LTD.

7870 E KEMPER ROAD, CINCINNATI, OH 45249CRD# 1179499Firm CRD# 107618

Profile Verification

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

Identity

Douglas Paul Loftus · CINCINNATI, OH

Registration

CRD #1179499 · WEALTH DIMENSIONS GROUP, LTD. · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH DIMENSIONS FAMILY OFFICE, INC

Aug 2018 – present

WEALTH DIMENSIONS GROUP, LTD.

Sep 2002 – present

Registrations & Exams

FINRA examinations passed

Series 4

Series 6

Series 22

Series 24

Series 42

Series 51

Series 52

Series 62

Series 63

Series 65

Registration record

First registered · September 27, 2002

Years registered · 23

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

Speak with Douglas

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Douglas is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CINCINNATI?

Browse all registered financial advisors in CINCINNATI, Ohio or claim this profile if it's yours.

Browse CINCINNATI Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Douglas Paul Loftus offer?

Douglas Paul Loftus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Douglas Paul Loftus's credentials?

Douglas Paul Loftus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas Paul Loftus located?

Douglas Paul Loftus 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 Douglas Paul Loftus charge for services?

Douglas Paul Loftus'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →