Dennis
Dean

On Investment Management Co

CRD#3204153
Investment Advisor
in Chicago, IL

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About this Advisor

Dennis Dean is a financial advisor working in Chicago, Illinois who has 6 years of relevant experience. Dean currently works for On Investment Management Co. Dean has gained experience at New England Securities, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Ohio National Financial Services and The O.N. Equity Sales Company. Dean holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama, Arizona, Illinois, Indiana, Ohio, Texas and Wisconsin. On Investment Management Co is an advisory firm operating out of Cincinnati, OH. The company has offices in 202 locations and a total of 256 people on staff. It manages $2 billion in total assets among its 12,239 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 13 charities and foundations. Of its 12,239 client accounts, just 4% belong to high-net-worth clients who have greater than $1 million in assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by On Investment Management Co likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1327 W. Washington Blvd Suite 4A
Chicago, IL 60607

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On Investment Management Co Brokerage Details

Total Assets Under Management

$2,078,480,898

IL Average: $2,106,341,625
Total Number of Employees

256

IL Average: 34
Total Number of Accounts

12,239

IL Average: 1,972
Average Account Size

$169,824

IL Average: $1,068,125

Investment Advisory Services

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

Dennis Dean Work History

Dennis has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

The O.N. Equity Sales Company

2016 - Present (8 years)

Ohio National Financial Services

2014 - 2017 (3 years)

Penn Mutual Life Insurance Company

2014 - 2017 (3 years)

Hornor, Townsend & Kent, Inc

2008 - 2014 (6 years)

New England Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dennis Dean 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 On Investment Management Co

Keith Conley
Tustin, CA
Glenn Eckstut
Southampton, PA
Tim Ward
Rushville, IL
John Cagle
Mackinaw, IL
John Head
Chesterfield, MO
Jeffrey Spencer
Charlestown, MA
Jake Steffens
Waterford, WI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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