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DEAN FINANCIAL SERVICES

BEAVERCREEK, OH · CRD 129679 · IAPD ↗ · chdean.com · 937-222-9531

$382.0MRegulatory AUM
5Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — DEAN FINANCIAL SERVICES notice-filed in MI, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — DEAN FINANCIAL SERVICES notice-filed in IL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — DEAN FINANCIAL SERVICES reported RAUM up 29% ($206.5M -> $266.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.