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CFP

Dean Andersen

Wells Fargo Advisors
38 Years of Experience
Santa Rosa Beach, FL
3 DisclosuresBroker
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Dean Andersen is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Santa Rosa Beach, FL, with 38 years of industry experience. Dean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Santa Rosa Beach, FL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Settled
Customer Dispute
January 1995
Settled
Customer Dispute
August 1993
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
October 2020 - Present · 6 yrs
Wells Fargo Advisors Financial Network, LLCBroker
October 2020 - Present · 6 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - October 2020 · 11 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - October 2020 · 11 yrs 8 mos
Citigroup Global Markets INC.
May 2003 - March 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
January 2002 - March 2009 · 7 yrs 2 mos
The Robinson-Humphrey Company, LLCBroker
March 1995 - January 2002 · 6 yrs 10 mos
Dean Witter Reynolds INC.Broker
March 1991 - February 1995 · 3 yrs 11 mos
R a F Financial CorporationBroker
October 1990 - February 1991 · 4 mos
R.B. Marich, INC.Broker
January 1988 - October 1990 · 2 yrs 9 mos
First United Securities Group of CaliforniaBroker
November 1987 - December 1987 · 1 mo
State Registrations28 states
ALAZCACOFLGAILLAMAMDMIMOMSMTNCNENHNJNMNYOHORSCTNUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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