Dean Boschert, financial advisor Colorado Springs CO

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 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Cetera Investment Advisers LLC Colorado Springs, CO Sep 2015 - Current 8
Summit Financial Group Inc. Colorado Springs, CO Aug 2019 - May 2021 1
Summit Brokerage Services Colorado Springs, CO Aug 2015 - Sep 2019 4
J.p. Turner& Company, LLC Colorado Springs, CO Nov 2008 - Nov 2015 7
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
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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, WY

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