Dean Boschert, financial advisor Colorado Springs CO
96 score

Dean Boschert

CRD Number: 1444454
Current Firm: Cetera Investment Advisers LLC

Dean Boschert (CRD# 1444454) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Colorado Springs, CO and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Summit Brokerage Services Colorado Springs, CO Aug 2015 - Current 1
J.p. Turner& Company, LLC Colorado Springs, CO Nov 2008 - Current 8
H&r Block Financial Advisors Colorado Springs, CO Sep 2004 - Nov 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Dean A. Boschert
Phone Number: 888-528-2987
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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