DV
Daniel Vogelpohl
from Wealth Dimensions Family Office, Inc
Daniel Vogelpohl is a financial advisor based in Ohio, Cincinnati,
with 33 years of experience. Daniel currently works for
Wealth Dimensions Family Office, Inc.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Vogelpohl works at Wealth Dimensions Family Office, Inc
Wealth Dimensions Family Office, Inc is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $519,976,533 of assets under management and employs about 14 people. Wealth Dimensions Family Office, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7870 E Kemper Road, Suite 210, Cincinnati, Ohio, 45249
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