Daniel
Vogelpohl
Wealth Dimensions Group, LTD
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About this Advisor
Daniel Vogelpohl is a financial advisor based out of Cincinnati, Ohio with 6 years of relevant experience. Vogelpohl is an advisor for Wealth Dimensions Group, LTD. Vogelpohl has gained experience at Wealth Dimensions Group, LTD, Wealth Dimensions Family Office, Inc, Fifth Third Securities and Fifth Third Bank. Vogelpohl holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to advise clients in Ohio. Wealth Dimensions Group, LTD is a firm that has its headquarters in Cincinnati, OH. It has $708 million in total assets among its 2,036 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 2,036 client accounts, 49% are associated with high-net-worth clients who have more than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually vary depending on the financial services provided. However, fee types billed by Wealth Dimensions Group, LTD can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Dimensions Group, LTD Brokerage Details
$707,888,549
19
2,036
$347,686
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Daniel Vogelpohl Work History
Daniel has been registered as a financial advisor for 6 years.*
Wealth Dimensions Group, LTD
Wealth Dimensions Family Office, Inc
Fifth Third Securities
Fifth Third Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Vogelpohl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Dimensions Group, LTD
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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