TA
Thomas Alfred Curti
CRD 1033019
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Wealth Dimensions Group, Ltd. | Registered representative | 07/20/2026 |
| Wealth Dimensions Family Office, Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealth Dimensions Family Office, Inc
Shareholder, Vice President · 25% – 50% · Sep 2024
-
Wealth Dimensions Group, Ltd.
Managing Member · 25% – 50% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗