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Dean Studer

37 Years of Experience
Vinton, IA
3 DisclosuresBroker

Dean Studer is a registered investment advisor at Edward Jones, based in Vinton, IA, with 37 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

204 1st Avenue, Vinton, IA, 52349

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History

Regulatory History (3)
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Customer Dispute
June 2022
Denied
Customer Dispute
December 2018
Withdrawn
Customer Dispute
June 2013
Settled
Other Business Activities

Dean owns a property in Vinton, IA since 1999 and farms in Vinton, IA since 2011. He spends minimal time on each activity.

Employment History
Current Registrations
Edward Jones
April 2007 - Present · 19 yrs 6 mos
Edward JonesBroker
May 1991 - Present · 35 yrs 5 mos
Previous Registrations
R. G. Dickinson & CO.Broker
November 1988 - May 1991 · 2 yrs 6 mos
State Registrations42 states
AKALARAZCACODCFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSNCNDNENJNMNVNYOHOKPARISCSDTNTXUTVAWAWI
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.