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Employer firm

Dean Financial Services CRD 129679

$382M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Dean Financial Services

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2004-10-26
  • OH RA
    APPROVED
    Since 2004-10-26

Branch Locations

3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431 • United States

Dean Investments

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2003-01-23
  • OH RA
    APPROVED
    Since 2003-01-23

Branch Locations

3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
C. H. Dean, Llc Dayton OH 01/1993 Present
  • 01/1993 → Present
    C. H. Dean, Llc
    Dayton, OH
Other Businesses

In 1997, I started the business Beth Verdoorn, CPA as a non-investment related business. The address of the business is 60 Corral Ct, Springboro, OH 45066, and the nature of this business is tax return preparation. I am the owner of this business and prepare approximately 35 tax returns annually. I spend approximately 15 hours per month February thru April, but none during trading hours and none the remainder of the year.

Designations
  • Certified Financial Planner

View on SEC IAPD

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