Dean Edward Statler

7 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Virtue Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

88 advisors

Number of Clients

4,294 clients

Average Client Portfolio

$281K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1K

Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History (1)

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Judgment / Lien

February 2011

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Other Business ActivitiesSells Insurance

Dean is a life and health insurance agent through Pathway to Retire, LLC. He also refers clients for tax planning through Tax Plan Advisors and uses Mana Estate Docs for estate planning software.

Employment History

Current Registrations

Virtue Capital Management, LLC

August 2024 - Present · 1 yr 6 mos

Previous Registrations

Brookstone Capital Management LLC

January 2019 - August 2024 · 5 yrs 7 mos

Change Path LLC

September 2018 - December 2018 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.