Best Investors Account Sign in
Inactive

Joel E Dean

Fiduciary Consulting Group

Greenwood Village, CO

CRD 7618753

Claim This Profile
Employer firm

Fiduciary Consulting Group CRD 149122

$14.7B regulatory AUM 333 advisory clients

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS

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

Current Employers
Fiduciary Consulting Group

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-19
CO RA APPROVED 2025-01-13
  • TX RA
    APPROVED
    Since 2025-08-19
  • CO RA
    APPROVED
    Since 2025-01-13

Branch Locations

5299 Dtc Blvd., Suite 1000, Greenwood Village, CO 80111 • 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
Morgan Stanley Institutional Investment Advisors Llc Greenwood Village CO 01/2023 Present
Cook Street Consulting, Inc. Greenwood Village CO 01/2016 12/2022
  • 01/2023 → Present
    Morgan Stanley Institutional Investment Advisors Llc
    Greenwood Village, CO
  • 01/2016 → 12/2022
    Cook Street Consulting, Inc.
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-13
  • S65 Uniform Investment Adviser Law Examination
    2025-01-13

View on SEC IAPD

Nearby Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC

Nearby Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford

Nearby Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO

More in Greenwood Village, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor