Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Brent Cufr is a financial advisor with Fourth Dimension Financial Group, LLC. Adam has been in the financial industry since 2001. Adam is a licensed insurance agent and also provides consulting services to insurance agents and their agencies. Adam is also the sole owner of OrangeSuitsYou, Inc., a marketing services company for financial advisors. Adam specializes in financial planning, portfolio management for individuals, and the selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminares are free to public
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2
OH
01/07/2016 - Present
Fourth Dimension Financial Group (PERRYSBURG OH)
OH
06/24/2009 - 12/22/2009
LPL FINANCIAL CORPORATION (OREGON OH)
OH
09/17/2007 - 04/09/2009
M HOLDINGS SECURITIES, INC. (PERRYSBURG OH)
OH
01/11/2006 - 09/12/2007
LINSCO/PRIVATE LEDGER CORP. (PERRYSBURG OH)
OH
05/25/2001 - 01/13/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TOLEDO OH)
WI
05/25/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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