Brett
Dimas

Ofs

CRD#4148185
Investment Advisor
in Chicago, IL

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About this Advisor

Brett Dimas is a financial advisor based in Chicago, Illinois, working with Ofs. Brett has previously held positions at Octagon Financial Services, Inc and Raymond James & Associates, Inc. Brett has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Brett is part of Ofs, which operates out of Chicago, Illinois. The firm has 1 office and 23 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Ofs includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

875 North Michigan Avenue Suite 2300
Chicago, IL 60611

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Ofs Brokerage Details

Total Assets Under Management

$1,196,492,694

IL Average: $1,835,309,194
Total Number of Employees

23

IL Average: 32
Total Number of Accounts

2,279

IL Average: 1,458
Average Account Size

$525,008

IL Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brett Dimas Work History

2008 - Present (17 years)

Octagon Financial Services, Inc

2011 - 2022 (11 years)

Raymond James & Associates, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brett Dimas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ofs

Geoffrey Marsh
Mc Lean, VA
Timothy Alvarado
Mc Lean, VA
Christopher Anest
Chicago, IL
Keith Packard
Mc Lean, VA
Brett Dimas
Chicago, IL
Christopher Legg
Mc Lean, VA
Frank Zecca
Mc Lean, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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