Dean Larson
Dean Larson is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Rochester, MN, with 37 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
102 South Broadway, Suite 300, Rochester, MN, 55904-6522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dean owns rental properties, a cattle company, and sells timber and firewood. He dedicates minimal time to the rental properties and cattle company, about a few hours per week to the timber and firewood sales.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
U.S. Bancorp Piper Jaffray INC.Broker
Painewebber IncorporatedBroker
State Registrations26 states
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