Dennis Winans, financial advisor Lone Tree CO
88 score

Dennis Winans

CRD 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.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Feb 2015 - Current 1
Summit Wealth Group Lone Tree, CO Feb 2015 - Current 1
Provectus Medical Education Broomfield, CO Jan 2015 - Current 1
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
Contact Info for Dennis C. Winans
Phone Number: 781-736-0700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
88
Clean Record
This advisor has a clean track record with regulators.

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