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Dennis Loyd Engel

Managed Asset Portfolios, LLC

Rochester, MI

Aurora, CO

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Current Employers
Managed Asset Portfolios, Llc

950 W. University, Suite 100, Rochester, MI 48307 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-14
CO RA APPROVED 2016-05-18
  • TX RA
    APPROVED_RES
    Since 2019-01-14
  • CO RA
    APPROVED
    Since 2016-05-18

Branch Locations

950 W. University, Suite 100, Rochester, MI 48307 • United States

Aurora, CO • 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
Catalyst Mutuals Fund Distributors Llc Greenwood Village CO 05/2016 Present
Managed Asset Portfolios Llc Rochester MI 05/2016 Present
  • 05/2016 → Present
    Catalyst Mutuals Fund Distributors Llc
    Greenwood Village, CO
  • 05/2016 → Present
    Managed Asset Portfolios Llc
    Rochester, MI
Previous Registrations
  • 2014-11-06 → 2014-11-25
    Astor Investment Management Llc
    Aurora, CO
    Chicago, IL
  • 2014-01-06 → 2014-11-05
    Astor Investment Management Llc
    Chicago, IL
  • 2013-07-29 → 2014-01-08
    B. Riley Wealth Advisors, Inc.
    Aurora, CO
  • 2012-03-16 → 2013-07-15
    Astor Asset Management Llc
    Aurora, CO
    Chicago, IL
  • 2011-11-01 → 2012-03-16
    Icon Advisers, Inc.
    Greenwood Village, CO
  • 2011-04-12 → 2011-11-09
    Wakefield Asset Management, Lllp
    Englewood, CO
Other Businesses

Investment advisor with Managed Asset Portfolios starting May 2016; Salary plus commissions; 8 hours a day during market hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-11
S63 Uniform Securities Agent State Law Examination 1998-04-18
  • S65 Uniform Investment Adviser Law Examination
    2011-04-11
  • S63 Uniform Securities Agent State Law Examination
    1998-04-18

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
CLARKSTON CAPITAL PARTNERS, LLC
SOLYCO CAPITAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
ADVIZE WEALTH MANAGEMENT

Other Investors

David M. Anderson
Paul Joseph Moceri
JOSEPH EVERETT KENYON
DAVID ANTHONY SMITH
Charbel Salem
Faith Marzolf
ROBERT ALAN RUBARTH
KEVIN JOSEPH VAN DE STEENE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · ROCHESTER, MI
CLARKSTON CAPITAL PARTNERS, LLC · ROCHESTER, MI
SOLYCO CAPITAL LLC · ROCHESTER, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCHESTER, MI
LPL FINANCIAL LLC · ROCHESTER, MI
OSAIC WEALTH, INC. · Rochester, MI
J.P. MORGAN SECURITIES LLC · Rochester, MI
J.P. MORGAN SECURITIES LLC · ROCHESTER, MI

More in Rochester, MI

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