Dean Shill
Dean Shill is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Plano, TX, with 10 years of industry experience. Dean is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Plano, TX
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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 →Other Business ActivitiesSells Insurance
Dean works full-time as a financial advisor at Katapult Wealth Partners LLC. He also serves as a board member for both Commodore at Preston HOA and the Dallas Hebrew Free Loan Association, and sells insurance products through Avantax Insurance Agencies, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 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.
Exams
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