Dean Khatib
Dean Khatib is a registered investment advisor at Desla Wealth Management, based in West Des Moines, IA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 44 clients with $29M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services are offered at $250 per hour. Fees are negotiable.
Location
1080 Jordan Creek Pkwy., Ste. 202C, West Des Moines, IA, 50266
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Desla Wealth Management
Previous Registrations
LPL Financial LLCBroker
Visionpoint Advisory Group
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations2 states
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