Dean Andersen
Dean Andersen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4353 Tilly Mill Rd, Suite 225, Atlanta, GA, 30360
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2002Customer Dispute
January 1995Customer Dispute
August 1993Other Business Activities
Dean has several rental properties and ownership stakes in various LLCs, including Rowland Hazard Holdings LLC, Crossroads Wealth Management Group LLC, Andersen Financial Service Inc, Farm Retreats, LLC, Montana Society, LLC, and JWA Properties, LLC. Dean dedicates about a quarter of his time to Crossroads Wealth Management Group LLC and about 10-50% of his time to Andersen Financial Services, LLC / MT.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
Dean Witter Reynolds INC.Broker
R a F Financial CorporationBroker
R.B. Marich, INC.Broker
First United Securities Group of CaliforniaBroker
State Registrations28 states
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