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Matthew Scott Bolser

WEALTH DIMENSIONS GROUP, LTD.·CINCINNATI, Ohio
SIE, Series 7, Series 9, Series 10, Series 63Clean recordWEALTH DIMENSIONS GROUP, LTD.
7870 E KEMPER ROAD, CINCINNATI, OH 45249CRD# 5826756Firm CRD# 107618

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Scott Bolser · CINCINNATI, OH
Registration
CRD #5826756 · WEALTH DIMENSIONS GROUP, LTD.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEALTH DIMENSIONS GROUP, LTD.
CRD 107618 · SEC 801-37668
AUM
$858M
Regulatory assets under management
Employees
19
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. →
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Frequently Asked Questions

What services does Matthew Scott Bolser offer?
Matthew Scott Bolser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Matthew Scott Bolser's credentials?
Matthew Scott Bolser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Scott Bolser located?
Matthew Scott Bolser 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 Matthew Scott Bolser charge for services?
Matthew Scott Bolser'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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Other Advisors at WEALTH DIMENSIONS GROUP, LTD.

Eric Michael Loftus
CINCINNATI, OH
Daniel David Vogelpohl
CINCINNATI, OH
Douglas Paul Loftus
CINCINNATI, OH
Michael Earl Mccaw
CINCINNATI, OH
Thomas Alfred Curti
CINCINNATI, OH

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