Desmond
Dimond
Maia Wealth
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About this Advisor
Desmond Dimond is a financial advisor working in Villa Park, Illinois with 5 years of industry experience. Dimond is an employee of Maia Wealth. Over the course of their career, Dimond has held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Student, State Farm Insurance, Hope And Home, Kevin Kaveney Wealth Management, Massmutual Life Insurance Company, Mml Investors Services LLC and Maia Wealth, LLC. Dimond holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Colorado, Illinois and Texas. Maia Wealth is a business that has its headquarters in Denver, CO. The company has offices in seven locations and a total of 29 financial advisors. It controls $214 million in assets under management across its 1,972 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,972 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in investable assets. Maia Wealth has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually vary depending on which service is provided. Fees billed by Maia Wealth most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maia Wealth Brokerage Details
$213,541,601
29
1,972
$108,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Desmond Dimond Work History
Desmond has been registered as a financial advisor for 5 years.*
Maia Wealth, LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Hope And Home
Kevin Kaveney Wealth Management
State Farm Insurance
Student
*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 Desmond Dimond 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 Maia Wealth
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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