Dean Inman
Dean Inman is a registered investment advisor at Osaic Wealth, INC., based in Fort Mitchell, KY, with 22 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
211 Grandview Drive, Suite 230A, Fort Mitchell, KY, 41017
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Dean co-owns Rock Ridge Properties, LLC, managing rental properties for self-storage units, dedicating minimal time. He is also an agent/owner at Inman Financial Services, LLC and an agent at Lindloff Wealth Advisors, offering fixed/indexed annuities, life insurance, and long-term care insurance, which combined take up significantly more than full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward JonesBroker
State Registrations13 states
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.