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Dennis Scott Wesel

Interactive Financial Advisors

Green Lake, WI

CRD 6837364

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Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Interactive Financial Advisors

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-05
  • WI RA
    APPROVED
    Since 2026-01-05

Branch Locations

Green Lake, WI • 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
Interactive Financial Advisors Chicago IL 07/2017 Present
Unemployed Wauconda IL 01/2017 07/2017
Cvs Health Northbrook IL 08/2014 12/2016
Branshaw Financial New Lenox IL 02/2021 Present
  • 07/2017 → Present
    Chicago, IL
  • 01/2017 → 07/2017
    Unemployed
    Wauconda, IL
  • 08/2014 → 12/2016
    Cvs Health
    Northbrook, IL
  • 02/2021 → Present
    Branshaw Financial
    New Lenox, IL
Other Businesses

Dennis Wesel is currently employed by Branshaw Financial as an Assistant for investment clients and as a Tax Preparer. He is compensated with a salary.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-05
  • S65 Uniform Investment Adviser Law Examination
    2017-12-05

View on SEC IAPD

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