Daniel David Vogelpohl
Investment adviser representative at Wealth Dimensions Family Office, Inc
34 yearsExperience
1 stateRegistered in
$716.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Wealth Dimensions Family Office, Inc.Aug 2017 to now
- Wealth Dimensions Group, Ltd.May 2017 to now
- Fifth Third SecuritiesMar 2005 to May 2017
- Fifth Third BankJun 1992 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealth Dimensions Family Office, Inc
$716.3MAssets managed
18Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4939637
- Firm CRD
- 266787