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Dean Jarvis Patenaude

ARTISAN PARTNERS LIMITED PARTNERSHIP·MILWAUKEE, Wisconsin
SIE, Series 6, Series 22, Series 26, Series 63Clean recordARTISAN PARTNERS LIMITED PARTNERSHIP
875 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202CRD# 2248840Firm CRD# 150114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dean Jarvis Patenaude · MILWAUKEE, WI
Registration
CRD #2248840 · ARTISAN PARTNERS LIMITED PARTNERSHIP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 22
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ARTISAN PARTNERS LIMITED PARTNERSHIP
CRD 150114 · SEC 801-70101
AUM
$151.3B
Regulatory assets under management
Employees
503
259 client accounts
Services offered by ARTISAN PARTNERS LIMITED PARTNERSHIP
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Dean Jarvis Patenaude offer?
Dean Jarvis Patenaude specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Dean Jarvis Patenaude's credentials?
Dean Jarvis Patenaude is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dean Jarvis Patenaude located?
Dean Jarvis Patenaude is based in MILWAUKEE, Wisconsin, working with ARTISAN PARTNERS LIMITED PARTNERSHIP. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Dean Jarvis Patenaude charge for services?
Dean Jarvis Patenaude'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 ARTISAN PARTNERS LIMITED PARTNERSHIP?
ARTISAN PARTNERS LIMITED PARTNERSHIP has approximately 503 employees and manages $151.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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