Courtney Dean (CRD# 2654895) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 26 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ecio, Inc. | Madison, WI | Jan 2021 - Current | 3 |
| Ecio | Madison, WI | Jan 2021 - Current | 3 |
| Mfd Distributor LLC | Madison, WI | May 2011 - Nov 2020 | 9 |
| Madison Investment Advisors | Madison, WI | Jan 2011 - Nov 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
- FL
- MO
- TX
- WI
-
Total Assets Under Management146MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$948,018
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.