Dennis Engel (CRD# 2229428) is an Investment Advisor Representative working at Managed Asset Portfolios, LLC in Rochester, MI and has over 26 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Managed Asset Portfolios LLC | Rochester, MI | May 2016 - Current | 7 |
| Catalyst Mutuals Fund Distributors LLC | Greenwood Village, CO | May 2016 - Current | 7 |
| Unemployed | Aurora, CO | Nov 2014 - Apr 2016 | 1 |
| Astor Investment Management | Chicago, IL | Jan 2014 - Oct 2014 | < 1 |
| National Securities Corp | Aurora, CO | Jul 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- CO
- TX
-
Total Assets Under Management1,087MILLIONS
-
Total Number of Accounts1,991ACCOUNTS
-
Average Account Value$545,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MN, MS, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI
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