Eric M. Loftus

WEALTH DIMENSIONS GROUP, LTD.

Cincinnati, OH 45249

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CRD#: 6747281

Professional summary

Eric Michael Loftus, 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.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric 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.

Eric Loftus is licensed to sell insurance in Ohio 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 Eric Michael Loftus'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

Start date: 2014

Experience

Current

January 18, 2017 - 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

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

Ohio
(1/18/2017)

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

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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Eric M. Loftus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Michael Loftus's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH DIMENSIONS GROUP, LTD.

WEALTH DIMENSIONS FAMILY OFFICE, INC

Primary Firm SEC Registration

WEALTH DIMENSIONS GROUP, LTD.

State Registrations and Notice Filings

Exams

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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