Courtney Liebig Dean
Investment adviser representative at Ecio, Inc.
15 yearsExperience
3 statesRegistered in
$395.6MFirm assets
2 yearsFirm in business
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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.
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Ecio, Inc.Jan 2021 to now
- Mfd Distributor LLCMay 2011 to Nov 2020
- Madison Investment AdvisorsJan 2011 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (MO, TX, WI).
Ecio, Inc.
$395.6MAssets managed
116Clients
5Advisers
2 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
- 2654895
- Firm CRD
- 301432