John Dean is a registered investment advisor at Independent Advisor Alliance, LLC, based in Kokomo, IN, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
3806 Southland Avenue, Kokomo, IN, 46902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John acts as power of attorney for his father and provides administrative services through Independent Advisor Alliance, an independent investment advisor firm, dedicating nearly full-time hours to this. He also operates under Roller Wealth Management and Comprehensive Planning Corporation as DBAs for his LPL business.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
American Fidelity Securities, INC.Broker
State Registrations1 state
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.