Dena Minning, financial advisor Saint Petersburg FL

Dena Minning

CRD Number: 1395973
Current Firm: Personal Asset Management

Dena Minning (CRD# 1395973) is an Investment Advisor Representative working at Personal Asset Management in Saint Petersburg, FL and has over 28 years of experience in the finance industry. Dena Minning has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Vioni Capital Management, LLC Sarasota, FL Jul 2014 - Current 9
Personal Asset Management Treasure Island, FL Jun 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Dena M. Minning
Phone Number: 727-360-4499
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $290,909
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL

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