Unclaimed
Dean Koller is a financial advisor with over 30 years of experience in the industry. Dean is currently registered with Thrivent Investment Management Inc. and holds registrations in several states including Ohio, Texas, and many others. Dean is a registered representative and investment advisor representative. Dean has experience working with individuals, corporations, and retirement plans.
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.
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.
1
2
OH
06/29/2023 - Present
Thrivent Investment Management Inc. (Powell OH)
OH
01/25/2023 - 02/08/2023
VOYA FINANCIAL ADVISORS, INC. (DUBLIN OH)
OH
05/22/2000 - 10/14/2022
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
TX
05/22/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
08/29/1997 - 02/12/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
TX
01/30/1990 - 02/12/1999
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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