Dennis Ross Oltorik

Employer firm

World Investment Advisors, LLC CRD 208512

$71.6B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 03/2020
  Ameriprise Financial Services, Inc.
  Blue Ash, OH
• 03/2020 → 07/2024
  Ameriprise Financial Services, Llc
  Cincinnati, OH
• 07/2024 → Present
  World Investments, Inc
  Lincroft, NJ
• 07/2024 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2013-09-27 → 2024-07-26
  Ameriprise Financial Services, Llc
  Cincinnati, OH
  Cincinnati, OH
• 2000-03-10 → 2013-09-30
  Wells Fargo Clearing Services, Llc
  Miamisburg, OH
  Cincinnati, OH
  Miamisburg, OH
  Centerville, OH

Other Businesses

Business Ownership; Rhino Boss LLC; Advisor; Fitness; Cincinnati, OH 45242; Not Investment Related; Jan 2016; 10 to 19 hours per month; 1-9 during trading hours. Non-Variable Insurance Sales; Investment Related; 9825 KENWOOD ROAD SUITE 108 BLUE ASH, OH- Non-Variable Insurance Sales- Insurance Agent; 7/19/2024;Non-Variable Insurance SALES AND SERVICES; 5 HRS MO, 4 HRS DURING TRADING HOURS; SALES AND SERVICE OF CURRENT AND EXISTING INSURANCE POLICIES

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-17
• S63 Uniform Securities Agent State Law Examination
  1993-01-26