Unclaimed Profile

Eric Michael Loftus

WEALTH DIMENSIONS GROUP, LTD.·CINCINNATI, Ohio

Clean record9 years registeredWEALTH DIMENSIONS GROUP, LTD.

7870 E KEMPER ROAD, CINCINNATI, OH 45249CRD# 6747281Firm CRD# 107618

Profile Verification

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

Identity

Eric Michael Loftus · CINCINNATI, OH

Registration

CRD #6747281 · WEALTH DIMENSIONS GROUP, LTD. · 9 years registered

Brand Profile

Not yet started

Career History

WEALTH DIMENSIONS FAMILY OFFICE, INC

Sep 2022 – present

WEALTH DIMENSIONS GROUP, LTD.

Jan 2017 – present

Registrations & Exams

Registration record

First registered · January 18, 2017

Years registered · 9

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 Eric Michael Loftus offer?

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

What are Eric Michael Loftus's credentials?

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

Where is Eric Michael Loftus located?

Eric Michael 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 Eric Michael Loftus charge for services?

Eric Michael 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.

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