Adam B. Cufr

FOURTH DIMENSION FINANCIAL GROUP

Perrysburg, OH 43551

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CRD#: 4382687

Professional summary

Adam Brent Cufr, who also goes by Adam B Cufr, Adam B. Cufr, is a registered financial advisor currently at FOURTH DIMENSION FINANCIAL GROUP located in Perrysburg, Ohio.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Adam has worked at 5 firms and has passed the Series 63, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam B Cufr | Adam B. Cufr

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. 06/2009- OHIO AIR NATIONAL GUARD, MUSICIAN, 555TH AIR FORCE BAND. 2. Adam B Cufr is a licensed insurance agent. Mr. Cufr also provides consulting services to insurance agents and their agencies. From time to time, he will offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. FDFG always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of FDFG in their capacity as an insurance agent. 3. Adam B Cufr is the sole owner of OrangeSuitsYou, Inc., a marketing services company for financial advisors. OrangeSuitsYou, Inc. provides marketing consulting and services to advisors, designed to improve communication with existing clients and to help attract prospective financial advisory clients. From time to time, he may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. FDFG always acts in the best interest of the client and clients are in no way required to the services of any representative of FDFG in connection with such individual's activities outside of FDFG.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Brent Cufr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 14, 2011 - Present

FOURTH DIMENSION FINANCIAL GROUP

Office #1: 27121 Oakmead Drive Suite B, Perrysburg, OH 43551

RIA

CRD#: 156733

Perrysburg, OH

Past

June 30, 2009 - December 22, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

OREGON, OH

Past

June 24, 2009 - December 22, 2009

LPL FINANCIAL LLC

CRD#: 6413

OREGON, OH

Past

September 19, 2007 - April 9, 2009

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PERRYSBURG, OH

Past

September 17, 2007 - April 9, 2009

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PERRYSBURG, OH

Past

January 12, 2006 - September 12, 2007

LPL FINANCIAL LLC

RIA

CRD#: 6413

PERRYSBURG, OH

Past

January 11, 2006 - September 12, 2007

LPL FINANCIAL LLC

CRD#: 6413

PERRYSBURG, OH

Past

May 25, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 25, 2001 - January 13, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

TOLEDO, OH

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

Michigan
(1/9/2020)

IAR

Ohio
(3/14/2011)

IAR

Texas
(1/7/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/16/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/19/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/24/2001

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/20/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 2/21/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FOURTH DIMENSION FINANCIAL GROUP

FOURTH DIMENSION FINANCIAL | FOURTH DIMENSION FINANCIAL GROUP, LLC | FOURTH DIMENSION FINANCIAL GROUP

CRD#: 156733 / SEC#:

Michigan

Registered Investment Advisory firm - (1/7/2020 Approved)

Ohio

Registered Investment Advisory firm - (3/11/2011 Approved)

Texas

Registered Investment Advisory firm - (1/7/2016 Conditional Restricted)

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Contact information

Main Address

27121 Oakmead Drive Suite B, Perrysburg, OH 43551

Mailing Address

Phone number

(419) 931-0704

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Adam B. Cufr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Brent Cufr's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/16/2001

Series 7

Date: 6/19/2006

Series 6

Date: 5/24/2001

Series 24

Date: 9/20/2006

Series 26

Date: 2/21/2006

Current Firm

FOURTH DIMENSION FINANCIAL GROUP

Contact information

Documents

Red Flags

Company Information

FOURTH DIMENSION FINANCIAL GROUP

TRUST BUT VERIFY

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