Dean Crouthamel
Dean Crouthamel is a registered investment advisor at Independent Financial Group, LLC, based in Skippack, PA, with 40 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
4006 Skippack Pike, Skippack, PA, 19474
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2016Judgment / Lien
October 2015Judgment / Lien
April 2011Other Business Activities
Dean is the 100% owner of DRC Financial Services, a DBA used for marketing purposes. He also teaches workshops on educational topics such as Medicare and Social Security through the American Financial Education Alliance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
New Decade Capital CORP.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 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.