Unclaimed Profile

Michael Earl Mccaw

WEALTH DIMENSIONS GROUP, LTD.·CINCINNATI, Ohio

Series 65Clean record18 years registeredWEALTH DIMENSIONS GROUP, LTD.

7870 E KEMPER ROAD, CINCINNATI, OH 45249CRD# 5476066Firm CRD# 107618

Profile Verification

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

Identity

Michael Earl Mccaw · CINCINNATI, OH

Registration

CRD #5476066 · WEALTH DIMENSIONS GROUP, LTD. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH DIMENSIONS GROUP, LTD.

WEALTH DIMENSIONS GROUP, LTD.

May 2008 – Mar 2025

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 8, 2008

Years registered · 18

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 Michael

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

Not sure if Michael 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 Michael Earl Mccaw offer?

Michael Earl Mccaw specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Earl Mccaw's credentials?

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

Where is Michael Earl Mccaw located?

Michael Earl Mccaw is based in CINCINNATI, Ohio, last registered with WEALTH DIMENSIONS GROUP, LTD..

How does Michael Earl Mccaw charge for services?

Michael Earl Mccaw'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 →