Dean Haaland, financial advisor Perry IA
93 score

Dean Haaland

CRD Number: 1274903
Current Firm: Lpl Financial LLC

Dean Haaland (CRD# 1274903) is an Investment Advisor Representative working at Lpl Financial LLC in Perry, IA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Perry, IA Jun 2008 - Current 8
Principal Life Insurance Co Perry, IA Oct 2004 - Jun 2008 3
Princor Financial Services Corp Perry, IA Oct 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Dean J. Haaland
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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