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Peter J Deakos

Dearborn Partners LLC

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About Peter J Deakos

Peter Deakos is an Investment Advisor Representative at Dearborn Partners LLC. Peter has been in the industry since 2000 and is registered to provide investment advice in Illinois and Missouri. Peter is a Chartered Financial Analyst. Peter's previous employers include Wells Fargo Advisors, LLC, HD Vest Investment Services and A.G. Edwards & Sons, Inc. Peter's primary office is located at 200 W Madison St, Suite 1950, Chicago, IL 60606.

Firm Information

Peter Deakos is currently registered with Dearborn Partners LLC. Dearborn Partners LLC is an investment advisor registered with the SEC. The firm, headquartered in Chicago, IL, manages approximately $3.82 billion in assets for a range of clients, including high-net-worth individuals, corporations, insurance companies, and investment companies. Their advisory services include financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisors. The firm also provides model management services and participates in wrap fee programs.
Dearborn Partners LLC

200 W MADISON ST

CHICAGO, IL 60606

$3.82B

Assets Under Management

18

Total Clients

8

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model management provider

Model management provider

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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Peter Deakos’s Registration & Firm History

IL

09/25/2018 - Present

Dearborn Partners LLC (Edwardsville IL)

ME

09/24/2018 - 09/26/2018

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

MO

06/21/2010 - 04/10/2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

MO

06/21/2010 - 04/10/2017

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

TX

07/19/2010 - 10/05/2011

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

CA

06/21/2010 - 01/06/2011

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MO

08/22/2000 - 11/07/2006

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 12/22/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter J Deakos.
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