Dennis Jude O'keefe
Investment adviser representative at Successful Money Strategies Inc
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$227.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Successful Money Strategies IncMar 1993 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Successful Money Strategies Inc
$227.1MAssets managed
273Clients
1Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2217691
- Firm CRD
- 109829