DT
CFP
DT
CFP
Dean Teofilo is a CFP-designated registered investment advisor, based in Wauwatosa, WI, with 37 years of industry experience.
Location
1233 N Mayfair Rd, Suite 212, Wauwatosa, WI, 53226
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Regulatory History (1)
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Customer Dispute
January 2013Closed-No Action
Other Business ActivitiesSells Insurance
Dean is involved in several outside business activities, including being a board member for the UW Band Alumni Association, a volunteer board member for the Wauwatosa Chamber of Commerce, and a board member for the Lowell Damon Woods Neighborhood Association. He is also an insurance agent since 2008, a sole proprietor of Teofilo & Company LLC (full-time), and a notary public.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 10 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
First Allied Securities, INC.Broker
May 2008 - September 2022 · 14 yrs 4 mos
First Allied Advisory Services, INC.
January 2007 - November 2020 · 13 yrs 10 mos
Ffp Advisory Services INC
February 1993 - January 2007 · 13 yrs 11 mos
Ffp Securities, INC.Broker
May 1991 - May 2008 · 17 yrs
Securities America, INC.Broker
February 1990 - May 1991 · 1 yr 3 mos
Royal Alliance Associates, INC.Broker
November 1989 - February 1990 · 3 mos
Integrated Resources Equity CorporationBroker
March 1989 - November 1989 · 8 mos
State Registrations20 states
AZCACOFLGAIDILMIMNMONCNYOHOKORPATXVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.