DEAN Investment Associates LLC

DEAN Investment Associates LLC, a registered investment advisory firm, has been serving and advising clients since 1975. Operating from Ohio, the company has 10 employees, 6 of whom mainly offer advisory services. With 380 clients, the company focuses on providing exceptional financial planning and investment management services to help clients reach their financial goals.

• C.H. DEAN, LLC

  LLC MEMBER owns 75% or more

• DEBRA ELIZABETH RINDLER

  SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER owns less than 5%

• DENNIS DUANE DEAN

  DIRECTOR owns less than 5%

• PAMALA JANE MILLER

  VICE PRESIDENT, CHIEF OPERATING OFFICER owns less than 5%

• STEPHEN MICHAEL MILLER

  PRESIDENT, CEO owns less than 5%

• DENNIS D. DEAN 2014 AMENDED REVOCABLE TRUST AGREEMENT DATED MARCH 27, 2014

  LLC MEMBER owns more than 25% but less than 50%

• TERENCE M. DEAN REVOCABLE TRUST U/A DATED DECEMBER 2, 2015, AS LAST AMENDED

  LLC MEMBER owns more than 25% but less than 50%

• TERENCE MAXWELL DEAN

  TRUSTEE owns 75% or more

• THE C.H. DEAN COMPANIES, LLC

  LLC MEMBER owns 75% or more

• Ray|Theil Wealth Management LLC
• DEAN Financial Services LLC

• Dean Investment Associates, LLC: A Q3 2022 vs. Q4 2022 13F Holdings Comparison

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