Dean Dirk Weemhoff

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 10/2022
  Lincoln Investment
  Cleveland, OH
• 10/2022 → 06/2024
  Securities America, Inc.
  Mayfield Hts, OH
• 10/2022 → 11/2024
  Arbor Point Advisors
  Mayfield Hts, OH
• 06/2024 → Present
  Osaic Wealth, Inc.
  Mayfield Hts, OH
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2022-10-26 → 2024-11-08
  Arbor Point Advisors
  Mayfield Hts, OH
• 2015-09-09 → 2022-10-27
  Beacon Financial Advisory Llc
  Cleveland, OH
• 2012-06-14 → 2022-10-24
  Capital Analysts
  Cleveland, OH
• 2012-06-01 → 2015-10-02
  Lincoln Investment
  Cleveland, OH
• 2010-04-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
• 2006-12-05 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
  Beachwood, OH
• 2000-01-01 → 2006-12-06
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

INSURANCE POSITION: Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 10/02/2006 ADDRESS: 5900 Landerbrook Dr., Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Insurance planning as part of financial planning process. Use of annuities, insurance, etc. to meet client needs. ARBOR POINT ADVISORS POSITION: Financial Planner NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 10/24/2022 ADDRESS: 5900 Landerbrook Dr, Suite 205, Mayfield Heights OH 44124 DESCRIPTION: Advisory business for clients DBA - Arbor Group Advisors

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-05

Designations

• Certified Financial Planner