Dennis Wesel, financial advisor New Lenox IL

Dennis Wesel

CRD Number: 6837364
Current Firm: Interactive Financial Advisors

Dennis Wesel (CRD# 6837364) is an Investment Advisor Representative working at Interactive Financial Advisors in New Lenox, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Branshaw Financial New Lenox, IL Feb 2021 - Current 3
Interactive Financial Advisors Chicago, IL Jul 2017 - Current 6
Unemployed Wauconda, IL Jan 2017 - Jul 2017 < 1
Cvs Health Northbrook, IL Aug 2014 - Dec 2016 2
Agile Health Lincolnshire, IL Oct 2012 - Jul 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Dennis S. Wesel
Phone Number: 630-472-1300
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    3,152
    ACCOUNTS
  • Average Account Value
    $90,400
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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