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Dennis Duane Dean

DEAN INVESTMENT ASSOCIATES, LLC·BEAVERCREEK, Ohio
Clean recordDEAN INVESTMENT ASSOCIATES, LLC
3500 PENTAGON BOULEVARD, SUITE 200, BEAVERCREEK, OH 45431CRD# 2488109Firm CRD# 104635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Duane Dean · BEAVERCREEK, OH
Registration
CRD #2488109 · DEAN INVESTMENT ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Dennis Duane Dean is a registered financial advisor based in BEAVERCREEK, Ohio, affiliated with DEAN INVESTMENT ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DEAN INVESTMENT ASSOCIATES, LLC
DEAN INVESTMENTS
AUM
$890M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DEAN INVESTMENT ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: SPECIAL PROJECT FEES AS REQUESTED
Regulatory
SEC/IARD CRD# 2488109
Firm CRD# 104635
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dennis Duane Dean offer?
Dennis Duane Dean specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEAVERCREEK, Ohio for a consultation.
What are Dennis Duane Dean's credentials?
Dennis Duane Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Duane Dean located?
Dennis Duane Dean is based in BEAVERCREEK, Ohio, working with DEAN INVESTMENT ASSOCIATES, LLC. Their office serves clients in the BEAVERCREEK metropolitan area and surrounding communities.
How does Dennis Duane Dean charge for services?
Dennis Duane Dean's firm is compensated through percentage of aum, other: special project fees as requested. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEAN INVESTMENT ASSOCIATES, LLC?
DEAN INVESTMENT ASSOCIATES, LLC has approximately 9 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DEAN INVESTMENT ASSOCIATES, LLC

Ronald Alan Best
BEAVERCREEK, OH
Terence Maxwell Dean
BEAVERCREEK, OH

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Research
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