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Dennis Dehn

21 Years of Experience
Troy, MI
Broker

Dennis Dehn is a registered investment advisor at LPL Enterprise, LLC, based in Troy, MI, with 21 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

101 W Big Beaver Road, Suite 705, Troy, MI, 48084

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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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Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Pruco Securities, LLC.Broker
November 2023 - November 2024 · 1 yr
Prudential Financial Planning Services
November 2023 - November 2024 · 1 yr
MML Investors Services, LLCBroker
March 2017 - November 2023 · 6 yrs 8 mos
MML Investors Services, LLC
March 2017 - November 2023 · 6 yrs 8 mos
Msi Financial Services, INC.
June 2015 - March 2017 · 1 yr 9 mos
Msi Financial Services, INC.Broker
June 2015 - March 2017 · 1 yr 9 mos
LPL Financial LLC
September 2013 - July 2015 · 1 yr 10 mos
LPL Financial LLCBroker
September 2013 - July 2015 · 1 yr 10 mos
Hantz Financial Services, INC.
February 2011 - September 2013 · 2 yrs 7 mos
Hantz Financial Services, INC.Broker
December 2004 - September 2013 · 8 yrs 9 mos
First Investors CorporationBroker
September 2004 - December 2004 · 3 mos
State Registrations8 states
FLILKSMIMNOHTXUT
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.