firm profile
Fourth Dimension Financial Group
Overview
Fourth Dimension Financial Group is a state registered investment adviser based in Perrysburg, OH, registered since 2011. It has 2 investment adviser representatives.
- Employees
- 2
- Advisory reps
- 2
- Registered since
- 2011
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 2 of 2
- Adam Brent Cufr Owner CRD 4382687
- David C Bensch Chief Compliance Officer, Director of Operations CRD 5295254
Advisory reps 2 of 2
- David Carl Bensch Insurance Agent · Investment Adviser Rep CRD 5295254
- Adam Brent Cufr Insurance Agent · Investment Adviser Rep CRD 4382687
Location
- Headquarters
- 27121 Oakmead Dr Ste B
Perrysburg, OH 43551 - County
- Wood
- Metro area
- Toledo, OH
- Region
- Midwest
Registrations
- State registered
- Registered in 3 jurisdictions
- Website: fourthdimensionfinancial.com
Every state, with registration dates
Similar firms near Perrysburg
- Bollin Wealth Management, LLCPerrysburg, OH$153M AUM
- Hughes Financial Group, LLCPerrysburg, OH$22.8M AUM
- Tfo Wealth PartnersMaumee, OH$5.7B AUM
- Venture Visionary Partners LLCSylvania, OH$5.2B AUM
- Seniors Housing Fund Manager LLCToledo, OH$3.8B AUM
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