Robert F. Feather

WEALTH DIMENSIONS GROUP, LTD.

Cincinnati, OH 45249

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CRD#: 5906002

Professional summary

Robert Fleming Feather, CFP®, ChFC®, who also goes by Rob Fleming Feather, 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.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Fleming Feather

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.

Robert is also licensed to sell insurance in Ohio and Kentucky in order to offer such insurance products to clients as a convenience to those clients with insurance needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Fleming Feather's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

ChFC^®

Chartered Financial Consultant

Experience

Current

February 25, 2022 - Present

WEALTH DIMENSIONS GROUP, LTD.

Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249

RIA

CRD#: 107618

Cincinnati, OH

Current

September 29, 2022 - Present

WEALTH DIMENSIONS FAMILY OFFICE, INC

Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249

RIA

CRD#: 266787

Cincinnati, OH

Past

July 13, 2018 - July 7, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

October 29, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

October 3, 2013 - July 6, 2021

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

November 23, 2011 - September 27, 2013

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

CINCINNATI, OH

Past

July 13, 2011 - November 7, 2011

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

FLORENCE, KY

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".

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

Kentucky
(2/25/2022)

IAR

Ohio
(2/25/2022)

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

IAR

Series 66

Date: 10/24/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/29/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/12/2011

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH DIMENSIONS GROUP FORM ADV PART 2A (MARCH 2025) (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,466
AUM (Assets Under Management)	$ 1,025,066,050

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

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Robert F. Feather

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Fleming Feather's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH DIMENSIONS FAMILY OFFICE, INC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

TOUCHSTONE SECURITIES, INC.

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

WEALTH DIMENSIONS GROUP, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2013

Series 63

Date: 4/29/2011

SIE

Date: 10/1/2018

Series 7

Date: 7/12/2011

Current Firm

WEALTH DIMENSIONS GROUP, LTD.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH DIMENSIONS GROUP, LTD.

TRUST BUT VERIFY

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