SD
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Sandra Dennin

18 Years of Experience
Plymouth, MN
Broker

Sandra Dennin is a registered investment advisor at Private Advisor Group, LLC, based in Plymouth, MN, with 18 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

11140 Highway 55, Ste. D, Plymouth, MN, 55441

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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 Activities

Sandra operates APD Wealth Management, LLC as a DBA for her LPL business. She also provides administrative support to Private Advisor Group, an independent investment advisor firm, taking about half of her time.

Employment History
Current Registrations
Private Advisor Group, LLC
March 2019 - Present · 7 yrs 4 mos
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
August 2008 - September 2010 · 2 yrs 1 mo
Transamerica Capital, INC.Broker
March 2004 - December 2007 · 3 yrs 9 mos
Intersecurities, INC.Broker
April 2001 - March 2004 · 2 yrs 11 mos
Marquette Financial Group, INC.Broker
August 1998 - March 2001 · 2 yrs 7 mos
State Registrations1 state
MN
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.
Sandra Dennin - Financial Advisor | TrueAdvisor