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Dean Wesley Cherpitel

Legacy Wealth Planning, LLC

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About Dean Wesley Cherpitel

Dean Cherpitel is a financial professional with over 30 years of experience in the financial services industry. Dean is currently a Registered Representative with Legacy Wealth Planning, LLC in Overland Park, KS. Prior to that, Dean has held positions with a number of other firms, including Sunset Financial Services, Inc., Eneric Financial Services, Inc., Pruco Securities Corporation, Financial Network Investment Corporation and Mutual Benefit Financial Service Company. Dean holds Series 6, 22 and 63 licenses. Dean is a Chartered Financial Consultant.

Firm Information

Dean Cherpitel is currently registered with Legacy Wealth Planning, LLC. Legacy Wealth Planning, LLC is a financial advisor with $10,085,892 in regulatory assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth. Their services include financial planning and portfolio management for individuals.

$10.09M

Assets Under Management

25

Total Clients

2

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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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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percentage of assets

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

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other

Financial planning fees

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Dean Cherpitel’s Registration & Firm History

KS

03/05/2010 - Present

Legacy Wealth Planning, LLC (OVERLAND PARK KS)

MO

02/26/1996 - 08/08/1997

SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)

IA

07/08/1994 - 02/21/1996

ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)

NJ

12/21/1992 - 07/05/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

CA

06/19/1991 - 11/23/1992

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

08/24/1982 - 06/28/1991

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

BC

Issued 07/28/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/23/1982

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Dean Wesley Cherpitel. Review regulatory record here.
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