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Dennis Rudy Stancoven

BCM Wealth Management

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About Dennis Rudy Stancoven

Dennis Stancoven is a financial advisor with BCM Wealth Management, located in Wilmington, Delaware. Dennis has over 20 years of experience in the financial services industry. He provides financial planning, wealth management, and insurance services to individual clients, families, businesses, and retirement plans. Dennis also serves as a President of Jade Security, Inc. and Dennis R. Stancoven, Inc. Dennis is committed to helping his clients achieve their financial goals.

Firm Information

Dennis Stancoven is currently registered with BCM Wealth Management. BCM Wealth Management is an investment advisor headquartered in Wilmington, Delaware with 4 investment advisor representatives. The firm manages $294,492,808 in assets for 439 clients. They offer a variety of advisory services, including financial planning, pension consulting, wealth planning, and selection of other advisors. Their clientele includes high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
BCM Wealth Management

5807 KENNETT PIKE

WILMINGTON, DE 19807

$294.49M

Assets Under Management

Not reported

Total Clients

4

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 individuals

Personalized portfolio management to meet individual financial objectives.

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fee based insurance; wealth planning

Fee based insurance; wealth planning

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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other

A percentage of plan assets

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Dennis Stancoven’s Registration & Firm History

DE

05/02/2007 - Present

BCM Wealth Management (WILMINGTON DE)

NY

08/27/2002 - 04/27/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/21/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 07/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Rudy Stancoven.
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