Experience

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  Dean Financial Planning Solutions

  • Sturgeon Bay, WI

  • Certified Financial Planner, Owner

    • Nov 2018 - Present
    • Sturgeon Bay, WI

    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names,products or services referenced here are independent of WFS.

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  ROSS WEALTH MANAGEMENT

  • Sturgeon Bay, WI

  • Partnering with Ross Wealth Management

    • Apr 2016 - May 2022
    • Sturgeon Bay, WI

    Financial Analysis, Investment advice, Client serviceAn Investment Adviser Representative of and securities and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. Insurance services offered through ROSS Wealth Man...

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  Comprehensive Financial Solutions, Inc

  • Chanhassen, MN

  • Personal Financial Advisor

    • Dec 2010 - Apr 2016
    • Chanhassen, MN

    Developed and ran an Independent Financial Advice practice for clients in the Western Suburbs of Minneapolis, MN.

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  Ameriprise Financial Services, Inc.

  • United States
  • Financial Services
  • 700 & Above Employee

  • Personal Financial Advisor

    • Dec 1996 - Dec 2010

    Developed and ran a Financial Planning Practice for clients in the Western Suburbs of Minneapolis, MN.

  • Director of Client Service Strategy

    • Jun 1995 - Dec 1996

    Worked with Corporate Office and Field Leaders on developing a Client Service Model Led a Corporate Office project that revamped the Client Assignment Process throughout the organization.

  • Training Officer

    • Sep 1993 - Jun 1995

    Duties included 1. Training new financial advisors that were sent to the central training facility2. Writing curriculum for the training program

  • Division Vice President

    • Feb 1988 - Sep 1993

    My duties included hiring new financial advisors and training the current advisors and staff for the entire western half of the state of Kansas and then later for most of the state of Oregon

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  Ameriprise Financial Advisors

  • Colorado Springs, Colorado Area

  • Personal Financial Advisor

    • Jul 1975 - Feb 1988
    • Colorado Springs, Colorado Area

    Helped clients to understand their financial situation and provided investment and financial planning advice.