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Jeffrey Paul Dehaan

CLEARWATER CAPITAL ADVISORS, LLC·HOFFMAN ESTATES, Illinois
Series 65Clean record16 years registeredCLEARWATER CAPITAL ADVISORS, LLC
2800 WEST HIGGINS ROAD, HOFFMAN ESTATES, IL 60169CRD# 5536686Firm CRD# 139886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Paul Dehaan · HOFFMAN ESTATES, IL
Registration
CRD #5536686 · CLEARWATER CAPITAL ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

CLEARWATER CAPITAL PARTNERS
Jan 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 11, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLEARWATER CAPITAL ADVISORS, LLC
CRD 139886 · SEC 801-70905
AUM
$1.2B
Regulatory assets under management
Employees
18
2,482 client accounts
Services offered by CLEARWATER CAPITAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Paul Dehaan offer?
Jeffrey Paul Dehaan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOFFMAN ESTATES, Illinois for a consultation.
What are Jeffrey Paul Dehaan's credentials?
Jeffrey Paul Dehaan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Paul Dehaan located?
Jeffrey Paul Dehaan is based in HOFFMAN ESTATES, Illinois, working with CLEARWATER CAPITAL ADVISORS, LLC. Their office serves clients in the HOFFMAN ESTATES metropolitan area and surrounding communities.
How does Jeffrey Paul Dehaan charge for services?
Jeffrey Paul Dehaan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER CAPITAL ADVISORS, LLC?
CLEARWATER CAPITAL ADVISORS, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARWATER CAPITAL ADVISORS, LLC

Kelly Jo Pargman
ELGIN, IL
Alan Rodney Krause
HOFFMAN ESTATES, IL
John William Sleeting
HOFFMAN ESTATES, IL
Steven Dewayne Garrels
ELGIN, IL
Pauline Joy Staab
ELGIN, IL
John Edward Chapman
HOFFMAN ESTATES, IL

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