Yvonne K. Dean

Current Employers

Employment History

• 07/2011 → 11/2016
  Windsong Homeowner'S Association
  Indianapolis, IN
• 10/2015 → 11/2016
  Financial Planning Association Of Greater Indiana
  Indianapolis, IN
• 05/2016 → 09/2017
  United Federal Credit Union
  St. Joseph, MI
• 05/2016 → 04/2017
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2017 → 09/2018
  Ameriprise Financial Services, Inc.
  Indianapolis, IN
• 09/2018 → 11/2020
  American United Life
  Indianapolis, IN
• 10/2018 → 11/2020
  Oneamerica Securities
  Indianapolis, IN
• 11/2020 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-12-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
  Indianapolis, IN
• 2018-10-30 → 2020-10-20
  Oneamerica Securities, Inc.
  Indianapolis, IN
• 2017-09-28 → 2018-09-11
  Ameriprise Financial Services, Llc
  Indianapolis, IN
• 2016-05-25 → 2017-05-09
  Cuso Financial Services, L.P.
  Niles, MI
  Marion, OH
  Marion, OH
  St. Joseph, MI
• 2014-08-27 → 2016-01-19
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2013-01-24 → 2014-07-29
  Pnc Wealth Management Llc
  Carmel, IN
  Indianapolis, IN
• 2006-04-13 → 2012-10-25
  Thrivent Investment Management Inc.
  Greenwood, IN
  Hartford, MI
  Appleton, WI
  Hartford, MI
  Houston, TX

Other Businesses

OBA-17237|OrgNmn:Indiana Right to Life|Org Addr:Indianapol,Indiana,US|OBA Nature:Advocacy for parents and pre-b|Invst Rel:Y|Title:Volunteer|Duties:Assist IRTL with strategic planning for planned giving program.|StrtDt:06-01-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-17236|OrgNmn:Certified Financial Planner Board of Standards|Org Addr:Washington,District o,US|OBA Nature:Governing body for Certified F|Invst Rel:Y|Title:Volunteer for the Investigation R|Duties:Subject matter expert for annuities and life insurance|StrtDt:10-01-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-59553|OrgNmn:Certified Financial Planner Board of Standards|Org Addr:Washington,District o,US|OBA Nature:Governing body for CFP(r) cert|Invst Rel:Y|Title:Branch Leader|Duties:Assist with stratgy and governance of CFP(r) certificants.|StrtDt:01-01-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2003-11-06
• S63 Uniform Securities Agent State Law Examination
  1995-09-15

Designations

Other Names

• Yvonne Kathy Arthur
• Yvonne Kathy Klug
• Yvonne Kathy Dean