Unclaimed Profile

Dean Allan Folias

BMO ASSET MANAGEMENT CORP.·CHICAGO, Illinois

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record22 years registeredBMO ASSET MANAGEMENT CORP.

320 S. CANAL STREET, CHICAGO, IL 60606CRD# 3128644Firm CRD# 106466

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dean Allan Folias · CHICAGO, IL

Registration

CRD #3128644 · BMO ASSET MANAGEMENT CORP. · 22 years registered

Brand Profile

Not yet started

Career History

BMO NESBITT BURNS SECURITIES LTD.

Jul 2021 – present

BMO ASSET MANAGEMENT CORP.

Feb 2021 – present

BMO HARRIS FINANCIAL ADVISORS, INC

Nov 2019 – Aug 2021

CHICAGO, IL

BMO ASSET MANAGEMENT CORP.

May 2018 – Dec 2020

CHICAGO, IL

RAYMOND JAMES & ASSOCIATES, INC.

Apr 2011 – Apr 2018

CHICAGO, IL

HOWE BARNES CAPITAL MANAGEMENT, INC.

Dec 2008 – Dec 2011

CHICAGO, IL

SECURITIES AMERICA ADVISORS, INC.

Jan 2004 – Jul 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · January 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BMO ASSET MANAGEMENT CORP.

CRD 106466 · SEC 801-35533

AUM

$4.2B

Regulatory assets under management

Employees

15 client accounts

Services offered by BMO ASSET MANAGEMENT CORP.

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at BMO ASSET MANAGEMENT CORP. →

Introduction

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Frequently Asked Questions

What services does Dean Allan Folias offer?

Dean Allan Folias specializes in Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Dean Allan Folias's credentials?

Dean Allan Folias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dean Allan Folias located?

Dean Allan Folias is based in CHICAGO, Illinois, working with BMO ASSET MANAGEMENT CORP.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Dean Allan Folias charge for services?

Dean Allan Folias's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BMO ASSET MANAGEMENT CORP.?

BMO ASSET MANAGEMENT CORP. has approximately 5 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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