Dennis WinansCRD Number: 6260304
Current Firm: Commonwealth Financial Network
Dennis Winans (CRD# 6260304) is an Investment Advisor Representative working at Commonwealth Financial Network in Lone Tree, CO and has over 2 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Commonwealth Financial Network||Waltham, MA||Feb 2015 - Current||2|
|Summit Wealth Group||Lone Tree, CO||Feb 2015 - Current||2|
|Provectus Medical Education||Broomfield, CO||Jan 2015 - Current||2|
|Jefferson County Sheriffs Department||Golden, CO||Oct 2014 - Current||2|
|Fidelis Inc.||Broomfield, CO||Sep 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Broomfield, CO||Jul 2014 - Feb 2015||< 1|
|Waddell & Reed, Inc.||Denver, CO||Oct 2013 - Feb 2015||1|
|Maryland State Police||Pikesville, MD||Mar 2011 - Jul 2014||3|
|Denver Health Paramedic Division||Denver, CO||Sep 2006 - Mar 2011||4|
|Wardenburg Health Center||Boulder, CO||Sep 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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