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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Kiser is an investment advisor representative with Impact Partnership Wealth, LLC. Dean Kiser has been in the financial services industry for over 20 years. Dean Kiser is registered with the state of Nevada and Utah and is licensed to provide investment advice. Dean Kiser has a strong background in financial planning and has helped clients achieve their financial goals. Dean Kiser specializes in working with high-net-worth individuals and families. Dean Kiser also works with individuals other than high-net-worth and corporations or other businesses. Dean Kiser is a Certified Financial Planner and has passed the Series 6, Series 63, Series 65 and Series 26 exams. Dean Kiser is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals. Dean Kiser has previously worked for Hornor, Townsend & Kent, LLC, MWA Financial Services Inc., Beneficial Investment Services, Inc., Equity Services, Inc., ProEquities, Inc., and MONY Securities Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
UT
08/22/2022 - Present
Impact Partnership Wealth, LLC (ST. GEORGE UT)
UT
06/08/2011 - 08/08/2022
HORNOR, TOWNSEND & KENT, LLC (ST GEORGE UT)
ID
04/18/2008 - 05/14/2010
MWA FINANCIAL SERVICES INC. (AMMON ID)
ID
07/20/2007 - 03/18/2008
BENEFICIAL INVESTMENT SERVICES, INC. (BOISE ID)
ID
11/07/2003 - 08/09/2007
EQUITY SERVICES, INC. (IDAHO FALLS ID)
AL
12/01/1999 - 09/28/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
11/19/1997 - 12/09/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 04/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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