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Dean Jarvis Patenaude

ARTISAN PARTNERS LIMITED PARTNERSHIP·MILWAUKEE, Wisconsin
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Dean Jarvis Patenaude is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with ARTISAN PARTNERS LIMITED PARTNERSHIP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ARTISAN PARTNERS LIMITED PARTNERSHIP
ARTISAN PARTNERS LIMITED PARTNERSHIP
AUM
$151.3B
Regulatory assets under management
Employees
503
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2248840
Firm CRD# 150114
View on FINRA BrokerCheck →

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05

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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