Dean Investments

Dean Investments (CRD# 104635) is a financial advisory firm headquartered in Beavercreek, OH. They manage $768,423,575 in 549 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    768
    MILLION
  • Total Number of Accounts
    549
    ACCOUNTS
  • Average Account Value
    $1,399,679
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, KS, KY, LA, MI, MO, NC, NE, NH, OH, OK, TN, TX

Financial Advisors at Dean Investments
Showing 1 - 3 of 3 top financial advisors.
1
Stephen M. Miller
CRD#: 2686150
3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431

Stephen Miller (CRD# 2686150) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 28 years of experience in the finance industry.

2
Beth J. Verdoorn
CRD#: 4078307
3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431

Beth Verdoorn (CRD# 4078307) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has 1 year of experience in the finance industry.

3
Matthew T. Wallace
CRD#: 6574773
3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431

Matthew Wallace (CRD# 6574773) is an Investment Advisor Representative working at Dean Investments in Beavercreek, OH and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.