Dennis Korte
Dennis Korte is a registered investment advisor at Railroad Canyon Insurance and Financial Services, based in Canyon Lake, CA, with 15 years of industry experience. Their practice areas include Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Follow-up consultation - $200/hour to assist in opening an account, plus a $125 account set-up fee.
- Financial evaluation for military veterans - $450 flat fee to conduct a complete financial evaluation and qualify the client for pension benefits (if eligible). If the veteran is not eligible, the consultation is free and they are referred to a Veterans Administration Service Representative Organization.
Location
31566 Railroad Canyon Road, Suite 2-149, Canyon Lake, CA, 92587
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dennis is the owner of Railroad Canyon Insurance, working as a licensed insurance broker since 1992. He spends about half his time selling life insurance and annuity policies.
Employment History
Current Registrations
Railroad Canyon Insurance and Financial Services
State Registrations1 state
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