Dean Ringdahl
Dean Ringdahl is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in West Palm Beach, FL, with 42 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
712 North Olive Avenue, West Palm Beach, FL, 33401-4015
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 1992Customer Dispute
September 1991Other Business ActivitiesSells Insurance
Dean is an Investment Advisor Representative (IAR) spending nearly full-time overseeing and soliciting investment advisory accounts and providing financial planning services. He also maintains and solicits life insurance, medicare supplement, and health savings account policies, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Agnello Financial Group, INC.
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Mutual Service CorporationBroker
Sunamerica Securities, INC.Broker
Proequities, INC.Broker
Mutual Service CorporationBroker
Investacorp, INC.Broker
H.D. Vest Investment Securities, INC.Broker
MML Investors Services, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Crown Financial Associates, INC.Broker
Lowry Financial Services CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.