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Daniel Dean Bussone

Dean Financial Advisory, LLC.

Cincinnati, OH

CRD 2707545

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Employer firm

Dean Financial Advisory, LLC. CRD 152027

$36.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Dean Financial Advisory, Llc.

Cincinnati, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2010-01-04
TX RA APPROVED 2010-01-04
  • OH RA
    APPROVED
    Since 2010-01-04
  • TX RA
    APPROVED
    Since 2010-01-04

Branch Locations

Cincinnati, OH • 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
Dean Financial Advisory, Llc. Cincinnati OH 01/2010 Present
Previous Registrations
Other Businesses

DEAN FINANCIAL ADVISORY,LLC - REP/AGENT - INSURANCE- CINCINNATI, OH. - SINCE 01/2009, 1-2 HOURS PER MONTH. SELLING AND SERVICE INSURNACE PRODUCTS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-04-22
  • S63 Uniform Securities Agent State Law Examination
    1996-04-22
Designations
  • Certified Financial Planner
Other Names
  • Daniel D Bussone

View on SEC IAPD

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