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Inactive

Dean Robert Schwefel

Geneva Partners, LLC

Lake Geneva, WI

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Current Employers
Geneva Partners, Llc

820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2016-12-17
  • IL RA
    APPROVED
    Since 2016-12-17

Branch Locations

820 Geneva Parkway North Suite 106, Lake Geneva, WI 53147 • 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
Geneva Partners, Llc Chicago IL 10/2016 Present
Old Republic International Chicago IL 06/2015 10/2016
  • 10/2016 → Present
    Geneva Partners, Llc
    Chicago, IL
  • 06/2015 → 10/2016
    Old Republic International
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-17
  • S65 Uniform Investment Adviser Law Examination
    2016-12-17
Other Names
  • Dean Robert Schwefel
  • Dean Schwefel

View on SEC IAPD

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Other Investors

VALERIE ANN LAMP
SCOTT GREGORY FARROW
LOREN TERRY COOK
THOMAS EUGENE ROWE
MARK STEPHAN MCCURRY
STEVEN PERRY SCHWEFEL
Grant Seitz
Steven Joseph Lois

Other Offices

EDWARD JONES · LAKE GENEVA, WI
STACKSTONE WEALTH, LLC · LAKE GENEVA, WI
BEACON POINTE ADVISORS, LLC · Lake Geneva, WI
KRAMER INVESTMENT SERVICES, LLC · LAKE GENEVA, WI
U.S. BANCORP ADVISORS, LLC · Lake Geneva, WI
HARBOUR INVESTMENTS, INC. · Lake Geneva, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKE GENEVA, WI
J.P. MORGAN SECURITIES LLC · LAKE GENEVA, WI

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