TC
CFP
TC
CFP

Tiow Dennis Chan

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Tiow is the president of Dennis Chan Corp, focusing on fixed insurance and management consulting, dedicating about 10-20% of his time. He also works full-time as a financial advisor at Everest Financial Group LLC and owns rental properties.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Everest Financial Group
December 2013 - Present · 12 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
December 2005 - June 2024 · 18 yrs 6 mos
Focus Financial Network, INC.
September 2005 - December 2005 · 3 mos
Royal Alliance Associates, INC.Broker
April 1995 - December 2005 · 10 yrs 8 mos
Workman Securities CorporationBroker
June 1994 - April 1995 · 10 mos
State Registrations32 states
AKALARAZCACOCTDCFLGAIAILINKSMDMIMNMONCNDNENVNYORPASCSDTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tiow Dennis Chan - Financial Advisor | TrueAdvisor