Eleanor Dean
Eleanor Dean is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Sturgeon Bay, WI, with 50 years of industry experience. Eleanor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
217 N 4th Ave, #117, Sturgeon Bay, WI, 54235
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Eleanor is the President of Dean Financial Planning Solutions, a sole proprietorship providing financial and investment advice, and spends about half her time on this. She also dedicates about half her time to insurance sales to clients in multiple states, working with companies like Jackson National Life and Protective Life Insurance, BrightHouse.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations8 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.