Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Adolph Schumann is a financial advisor with over 17 years of experience in the industry. Dean has held various positions at prominent firms including Wells Fargo Advisors Financial Network, LLC, Stifel, Nicolaus & Company, Incorporated, LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, Wells Fargo Clearing Services, LLC, and U.S. BANCORP Investments, Inc. Dean currently holds a Series 66, Series 7 and a SIE license and is registered with Equitable Advisors, LLC in Minnesota. Dean specializes in working with individuals, families, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
07/14/2023 - Present
Equitable Advisors, LLC (MINNEAPOLIS MN)
MN
08/19/2022 - 01/09/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WAYZATA MN)
MN
07/18/2018 - 08/02/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GOLDEN VALLEY MN)
MN
04/18/2018 - 07/18/2018
LPL FINANCIAL LLC (BURNSVILLE MN)
MN
05/02/2018 - 07/10/2018
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
07/29/2013 - 04/04/2018
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
MN
08/25/2008 - 07/30/2013
U.S. BANCORP INVESTMENTS, INC. (HOPKINS MN)
MN
06/21/2006 - 07/25/2008
SIA SECURITIES CORPORATION (MINNEAPOLIS MN)
MN
08/05/2005 - 02/21/2006
WELLS FARGO INVESTMENTS, LLC (BROOKLYN CENTER MN)
MN
01/10/2005 - 06/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/10/2005 - 06/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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