TC
Thomas M. Cooney
WEALTH DIMENSIONS GROUP, LTD.
Cincinnati, OH 45249
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CRD#: 2183398
TC
Professional summary
Thomas M Cooney, CFP® is a registered financial advisor currently at WEALTH DIMENSIONS GROUP, LTD. located in Cincinnati, Ohio and WEALTH DIMENSIONS FAMILY OFFICE, INC located in Cincinnati, Ohio.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Thomas has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CFS&D LLC; Title - President; Start Date - 2006; Location - Cincinnati, Ohio; Non investment-related; Real estate rental activity; 10 hours per month (non-trading hours). 2. Nickella Enterprises LLC; Title - President; Start Date - 2000; Location - Cincinnati, Ohio; Non investment-related; Real estate rental activity; 10 hours per month (non-trading hours). 3. Salzer Realty; Title - Manager; Start Date - August 2019; Location: Cincinnati, Ohio; Non-investment-related; accounting and administration; 10 hours per month (non-trading hours) 4. BMW Store of Cincinnati; Title - Trustee & Treasurer of the operating company owned by the trust; Start Date: August 2021; Location: Cincinnati, Ohio; Non-investment related; 10 hours per month (non-trading hours) 5. Wesley Community Services; Title - Board Member; Start Date - April 2023; Location: Cincinnati, Ohio; Non-investment related (Not compensated/Volunteer); Wesley Community Services is a non-profit organization providing meals and other support services to senior citizens; 3 hours per month (non-trading hours); 1 hour per month (during trading hours) 6. Ultimate Air Shuttle; Title: Receiver (compensated); Start Date - September 2023; Location: Cincinnati, Ohio; Non-investment related; take custody of Ultimate JetCharters LLC assets; determine highest value of business, arrange for disposition and pay creditors at which time business activity will conclude; 100 hours per month (during trading hours)
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
July 28, 2019 - Present
WEALTH DIMENSIONS GROUP, LTD.
Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249RIA
CRD#: 107618
Cincinnati, OH
Current
February 28, 2020 - Present
WEALTH DIMENSIONS FAMILY OFFICE, INC
Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249RIA
CRD#: 266787
Cincinnati, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WD
WEALTH DIMENSIONS GROUP, LTD.
SPECTRUM ADVISORY SERVICES LLC | WEALTH DIMENSIONS GROUP, LTD. | SPECTRUM FINANCIAL ADVISORS, LLC
CRD#: 107618 / SEC#: 801-37668
RIA
Registered Investment Advisory firm - (11/8/1990 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Ohio(7/28/2019)
Exams
Current Firm
WD
WEALTH DIMENSIONS GROUP, LTD.
SPECTRUM ADVISORY SERVICES LLC | WEALTH DIMENSIONS GROUP, LTD. | SPECTRUM FINANCIAL ADVISORS, LLC
CRD#: 107618 / SEC#: 801-37668
RIA
Registered Investment Advisory firm - (11/8/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7870 E Kemper Road Suite 210, Cincinnati, OH 45249
Mailing Address
Phone number
(513) 554-6000
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,466 |
| AUM (Assets Under Management) | $ 1,025,066,050 |
Red Flags
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Company Information
WEALTH DIMENSIONS GROUP, LTD.
CRD#: 107618Cincinnati, OH 45249TRUST BUT VERIFY
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