Thomas J. Schiller
WEALTH DIMENSIONS GROUP, LTD.
Cincinnati, OH 45249
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CRD#: 6917309
Professional summary
Thomas Joseph Schiller Jr., CFP® is a registered financial advisor currently at WEALTH DIMENSIONS GROUP, LTD. located in Cincinnati, Ohio.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Thomas has worked at 2 firms and has passed the Series 65 exam.
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) Entity Name: Treasurer for Michael Robison Political Campaign; Investment related: No; Address: Cincinnati, OH; Nature of the Business: Political Campaign; Position/Title/Relationship: Treasurer; Start Date: 10/12/20; Approximate # of hours a month: 1; Approximate # of hours during trading hours: 0; Briefly describe your duties: filing reports and managing the campaign finances (2) Entity Name: Beacon for Youth Foundation; Investment related: Yes; Address: 401 E. McMillan, Cincinnati, OH 45206; Nature of the Business: Non-profit serving youth and their families; Position/Title/Relationship: Board Member; Start Date: 1/20/20; Approximate # of hours a month: 2; Approximate # of hours during trading hours: 2; Briefly describe your duties: Finance committee member who reviews financial statements with the CFO and accounting staff and reviews the Investment performance with the advisor on a quarterly basis.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Joseph Schiller Jr.'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: 2019
Experience
Current
February 4, 2020 - Present
WEALTH DIMENSIONS GROUP, LTD.
Office #1: 7870 E Kemper Road Suite 210, Cincinnati, OH 45249RIA
CRD#: 107618
Cincinnati, OH
Past
March 19, 2018 - January 6, 2020
PLANTE MORAN FINANCIAL ADVISORS
RIA
CRD#: 112158
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(2/4/2020)
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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