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Dean Paul Cummings

Pilot Capital Management Corp.

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About Dean Paul Cummings

Dean Cummings is a registered investment advisor representative with Pilot Capital Management Corp. and T. Rose & Associates, Inc. Dean is a registered investment advisor in Minnesota, Texas and has a pending application to be a registered investment advisor in Wisconsin. Dean has been in the financial industry for over 29 years. Dean specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Dean Cummings is currently registered with Pilot Capital Management Corp.. Pilot Capital Management Corp. is an investment advisor registered with the SEC that provides financial planning, pension consulting, and portfolio management for individuals, businesses, and other entities. The firm has $71,800,458 in regulatory assets under management and serves over 100 clients, including high-net-worth individuals, charitable organizations, unions, and state or municipal government entities.

$71.80M

Assets Under Management

115

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dean Cummings’s Registration & Firm History

MN

01/06/2024 - Present

Pilot Capital Management Corp. (SAINT PAUL MN)

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Licenses & Designations

IA

Issued 07/26/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean Paul Cummings.
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