Megan M. Bosco
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CRD#: 6710949
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Megan Matre Bosco, CFP®, who also goes by Megan Sarah Matre, was a registered financial professional .
Megan is a previously registered financial professional and started their career in finance in 2016. Megan had worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
No
Aliases
Megan Sarah Matre
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 E. Kemper Rd. Suite 330 Cincinnati, OH 45249; RIA; Financial Advisor/Consultant; 09/2018; (2) Entity Name: Glenmary Home Missioners; Investment related: Yes; Address: 4119 Glenmary Trace, Fairfield, OH 45014; Nature of the Business: Non-profit serving the underprivileged throughout Appalachia and the Southern United States; Position/Title/Relationship: Investment Committee Member; Start Date: 2/1/17; Approximate # of hours a month: 0.5; Approximate # of hours during trading hours: 0; Briefly describe your duties: Attend quarterly investment committee meetings to monitor and advise endowment investment portfolio. (3) Entity Name: Great Woods Consulting LLC; Investment related: Yes; Address: Cincinnati, OH; Nature of the Business: Investment Consulting; Position/Title/Relationship: Founder; Start Date: 9/17/18; Approximate # of hours a month: 100; Approximate # of hours during trading hours: 100; Briefly describe your duties: Provide investment strategy services including asset allocation, manager selection, and capital market research for clients. (4) Entity Name: Mount St. Joseph University; Investment related: Yes; Address: 5701 Delhi Rd, Cincinnati, OH 45233; Nature of the Business: Private, Roman Catholic university; Position/Title/Relationship: Investment Committee Member; Start Date: 4/24/19; Approximate # of hours a month: 0.5; Approximate # of hours during trading hours: 0; Briefly describe your duties: Attend quarterly investment committee meetings to monitor and advise endowment investment portfolio. (5) Entity Name: Archdiocese of Cincinnati; Investment related: Yes; Address: 100 E 8th St, Cincinnati, OH 45202; Nature of the Business: Latin Church ecclesiastical jurisdiction that covers the southwest Ohio; Position/Title/Relationship: Investment Committee Member; Start Date: 10/20/22; Approximate # of hours a month: 0.5; Approximate # of hours during trading hours: 0.5; Briefly describe your duties: Attend quarterly investment committee meetings to monitor and advise endowment investment portfolio. (6) Entity Name: Cincinnati Rental Apartments Properties LLC; Investment related: No; Address: Cincinnati, OH; Nature of the Business: Real estate rental apartment properties; Position/Title/Relationship: Ownership interest; Start Date: 10/28/22; Approximate # of hours a month: 2; Approximate # of hours during trading hours: 0; Briefly describe your duties: 20% owner of rental property. Pay bills and perform basic maintenance on building.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
September 26, 2018 - September 24, 2025
WEALTH DIMENSIONS FAMILY OFFICE, INC
RIA
CRD#: 266787
CINCINNATI, OH
Past
September 24, 2018 - September 24, 2025
WEALTH DIMENSIONS GROUP, LTD.
RIA
CRD#: 107618
CINCINNATI, OH
Past
October 19, 2016 - June 29, 2018
WEALTH DIMENSIONS GROUP, LTD.
RIA
CRD#: 107618
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 FAMILY OFFICE, INC
WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD#: 266787 / SEC#: 801-100393
RIA
Registered Investment Advisory firm - (6/24/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Current Firm
WD
WEALTH DIMENSIONS FAMILY OFFICE, INC
WEALTH DIMENSIONS FAMILY OFFICE, INC
CRD#: 266787 / SEC#: 801-100393
RIA
Registered Investment Advisory firm - (6/24/2015 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) 945-1030
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 625,928,679 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2024 | ||
| 01/31/2024 | ||
| 02/07/2023 |
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.
