Yvonne K. Dean
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2020 to now
- Oneamerica SecuritiesOct 2018 to Nov 2020
- American United LifeSep 2018 to Nov 2020
- Ameriprise Financial Services, Inc.Sep 2017 to Sep 2018
- United Federal Credit UnionMay 2016 to Sep 2017
- Cuso Financial Services, LPMay 2016 to Apr 2017
- Financial Planning Association of Greater IndianaOct 2015 to Nov 2016
- Windsong Homeowner's AssociationJul 2011 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 2658756
- Firm CRD
- 104555