DV
Daniel D. Vogelpohl
WEALTH DIMENSIONS GROUP, LTD.
Cincinnati, OH 45249
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CRD#: 4939637
DV
Professional summary
Daniel David Vogelpohl, 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.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
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) Wealth Dimensions Family Office, Inc.; Investment Related; 7870 Kemper Rd Cincinnati OH 45249; RIA; Director of Family Relationships; 08/2017 (2) Entity Name: Cincinnati Parks Foundation; Investment related: Yes; Address: 421 Oak St, Cincinnati, OH 45219; Nature of the Business: Non-profit dedicated to preserving and revitalizing neighborhood parks; Position/Title/Relationship: Board Member; Treasurer; Start Date: 12/31/15; Approximate # of hours a month: 4; Approximate # of hours during trading hours: 4; Briefly describe your duties: President through December 2023. Attend Board and Committee meetings; help the Executive Director carry out the Foundation's mission (3) Entity Name: Patty Brisben Foundation; Investment related: Yes; Address: 655 Plum St, Cincinnati, OH 45202; Nature of the Business: Non-profit dedicated to women's health issues; Position/Title/Relationship: Board Member; Treasurer; Start Date: 9/2/16; Approximate # of hours a month: 1; Approximate # of hours during trading hours: 0; Briefly describe your duties: Treasurer. Attend board meetings and work with the Foundation's CPA to provide financial information. (4) Entity Name: Ronald McDonald House Charities of Greater Cincinnati; Investment related: Yes; Address: Cincinnati, OH; Nature of Business: Non-profit organization providing support to critically ill children and their families; Position/Title/Relationship: Board Member; Start Date: October 2023; Approximate # of hours a month: 2; Approximate # of hours during trading hours: 2; Compensated? No; Briefly describe your duties: Advocating for the mission of RMH.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel David Vogelpohl'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®
CFP®
Start date: 2017
Experience
Current
June 22, 2017 - Present
WEALTH DIMENSIONS GROUP, LTD.
Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249RIA
CRD#: 107618
Cincinnati, OH
Current
September 26, 2018 - Present
WEALTH DIMENSIONS FAMILY OFFICE, INC
Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249RIA
CRD#: 266787
Cincinnati, OH
Past
July 23, 2012 - May 19, 2017
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
CINCINNATI, OH
Past
November 10, 2005 - May 19, 2017
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
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(6/22/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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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