Dean Richard Hedeker

Hedeker Wealth LLC

35 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Hedeker Wealth LLC

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

246 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$470.1M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

One Overlook Point, Suite 250, Lincolnshire, IL, 60069

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History

Regulatory History (2)

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Customer Dispute

August 2023

Pending

Regulatory

April 2005

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Dean is the sole owner of Hedeker Law, LTD, an estate planning law firm located in Lincolnshire, IL.

Employment History

Current Registrations

Hedeker Wealth LLC

December 2002 - Present · 23 yrs 2 mos

Previous Registrations

Certes Capital Securities, LLCBroker

April 2003 - September 2005 · 2 yrs 5 mos

Qa3 Financial LLC

December 2000 - December 2003 · 3 yrs

Qa3 Financial CORP.Broker

December 2000 - December 2003 · 3 yrs

Terra Securities CorporationBroker

June 1990 - December 2000 · 10 yrs 6 mos

State Registrations3 states

AZILTX

Advisor

Exams

No exam information available for this advisor.