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Dennis Weddle

Sunstreet Securities, LLC
30 Years of Experience
Henderson, NV
8 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Dennis Weddle is a registered investment advisor at Sunstreet Securities, LLC, based in Henderson, NV, with 30 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 50 clients with $6.5M in assets under management.

Sunstreet Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
50 clients
Average Client Portfolio
$130K average
Assets Under Management
$6.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.75%
$25K - $250K2.75%
$250K - $750K2.50%
$750K - $2.0M2.00%
$2M+1.50%

All fees are subject to negotiation. Annual advisory fees above 2.00% are above industry standards.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Henderson, NV

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History

Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
Customer Dispute
April 2009
Settled
Regulatory
March 2007
Final
Regulatory
September 2006
Final
Customer Dispute
July 2006
Settled
Customer Dispute
July 2005
Denied
Customer Dispute
May 2005
Closed-No Action
Customer Dispute
May 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dennis is an agent with Berkshire Guardian, selling health, disability, and long-term care insurance since 2000. This activity results from his full-time financial planning services.

Employment History
Current Registrations
Sunstreet Securities, LLC
January 2008 - Present · 18 yrs 9 mos
Sunstreet Securities, LLC
November 2007 - Present · 18 yrs 11 mos
Sunstreet Securities, LLCBroker
November 2007 - Present · 18 yrs 11 mos
Previous Registrations
Tricor Financial, LLCBroker
September 2007 - October 2007 · 1 mo
Brookstreet Capital Management
November 2005 - July 2007 · 1 yr 8 mos
Brookstreet Securities CorporationBroker
November 2005 - July 2007 · 1 yr 8 mos
Aig Financial Advisors, INC.
October 2005 - November 2005 · 1 mo
Aig Financial Advisors, INC.Broker
October 2005 - November 2005 · 1 mo
Sunamerica Securities, INC.
July 2005 - October 2005 · 3 mos
Sunamerica Securities, INC.Broker
June 2005 - October 2005 · 4 mos
American Express Financial Advisors, INC.
September 1996 - June 2005 · 8 yrs 9 mos
American Express Financial Advisors INC.Broker
July 1996 - June 2005 · 8 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1996 - June 2005 · 8 yrs 11 mos
Titan Asset Management Group, INC.Broker
May 1996 - September 1996 · 4 mos
State Registrations8 states
AZCAFLILINNVTXWA
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.
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