Unclaimed
Dean Dirk Weemhoff is a financial advisor with over 30 years of experience in the financial services industry. Dean is currently registered with Osaic Advisory Services, LLC and has been with the firm since June 2024. Dean has a broad range of experience and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Dean is also a Certified Financial Planner. Dean is dedicated to helping clients achieve their financial goals.
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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2
GA
01/29/2025 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OH
10/24/2022 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
06/01/2012 - 10/24/2022
LINCOLN INVESTMENT (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
12/04/2006 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
08/08/1994 - 12/06/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
08/08/1994 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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