Dean Schwefel (CRD# 6734249) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 7 years of experience in the finance industry.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 837590
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneva Partners, LLC | Chicago, IL | Oct 2016 - Current | 7 |
| Old Republic International | Chicago, IL | Jun 2015 - Oct 2016 | 1 |
| Indiana University | Bloomington, IN | Aug 2014 - Jun 2015 | < 1 |
| Rmb Capital Management | Chicago, IL | Jun 2014 - Aug 2014 | < 1 |
| Indiana University | Bloomington, IN | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- IL
-
Total Assets Under Management319MILLIONS
-
Total Number of Accounts1,208ACCOUNTS
-
Average Account Value$264,095
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IA, IL, MI, NJ, NY, OH, WI
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