DL
CFP
DL
CFP

Douglas Paul Loftus

23 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
15 clients
Average Client Portfolio
$38.9M average
Assets Under Management
$583.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Douglas is licensed to sell insurance in Ohio as a convenience to clients with insurance needs. He is also a co-owner of Professional Practice Advisors, LLC, a practice management consulting firm, dedicating minimal time to general management and oversight.

Employment History
Current Registrations
Wealth Dimensions Family Office, INC
August 2018 - Present · 7 yrs 6 mos
Wealth Dimensions Group, LTD.
September 2002 - Present · 23 yrs 5 mos
State Registrations2 states
KYOH
Advisor
Exams
No exam information available for this advisor.
Douglas Paul Loftus - Financial Advisor | TrueAdvisor