DEAN Financial Services LLC
Legal Name: DEAN FINANCIAL SERVICES, LLC
Full Contact Details
DEAN Financial Services LLC
3500 PENTAGON BOULEVARD, SUITE 200, BEAVERCREEK, OH
937-222-9531
937-227-9315
Other Info
DEAN Financial Services LLC, a limited liability company in Ohio, has been approved by the SEC and has been registered since January 2, 2004. The firm caters to 190 clients and has a total of 12 employees, with 5 being in advisory roles.
Home - C.H. Dean
As a boutique wealth management firm, we seamlessly orchestrate the complexities of your financial world in a highly personalized manner. C.H. Dean
Direct Owners
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C.H. DEAN, LLC (F/K/A C.H. DEAN, INC.)
LLC MEMEBER owns 75% or more
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DEBRA ELIZABETH RINDLER
SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER owns less than 5%
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DENNIS DUANE DEAN
DIRECTOR owns less than 5%
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PAMALA JANE MILLER
VICE PRESIDENT, CHIEF OPERATING OFFICER owns less than 5%
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STEPHEN MICHAEL MILLER
CEO, PRESIDENT owns less than 5%
Indirect Owners
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DENNIS D. DEAN 2014 AMENDED REVOCABLE TRUST AGREEMENT DATED MARCH 27, 2014
LLC MEMBER owns more than 25% but less than 50%
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TERENCE M. DEAN REVOCABLE TRUST U/A DATED DECEMBER 2, 2015, AS LAST AMENDED
LLC MEMBER owns more than 25% but less than 50%
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TERENCE MAXWELL DEAN
TRUSTEE owns 75% or more
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THE C.H. DEAN COMPANIES, LLC
LLC MEMBER owns 75% or more