Thomas
Curti
Wealth Dimensions Group, LTD
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About this Advisor
Thomas Curti is a certified financial planner who works in Cincinnati, Ohio with a total of 20 years of relevant experience. Curti works at Wealth Dimensions Group, LTD. Curti has gained experience at Spectrum Financial Services, Inc, Wealth Dimensions Group, LTD(Fna Spectrum Fin'L Advisors, LLC) and Wealth Dimensions Family Office, Inc (Fna Spectrum Fin'L Svcs). Curti has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky, Ohio and Texas. Wealth Dimensions Group, LTD is a business that has its headquarters in Cincinnati, OH. It oversees $708 million in assets under management among its 2,036 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm serves 10 charitable organizations. Of its 2,036 client accounts, 49% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a wide set 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. Financial advisory fees largely are based on which services the firm provides the client. However, fees billed by Wealth Dimensions Group, LTD most likely are comprised of 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
Thomas Curti Work History
Thomas has been registered as a financial advisor for 20 years.*
Wealth Dimensions Family Office, Inc (Fna Spectrum Fin'L Svcs)
Wealth Dimensions Group, LTD(Fna Spectrum Fin'L Advisors, LLC)
Spectrum Financial Services, Inc
*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 Thomas Curti 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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