Dean Arthur Strom
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- LPL Financial LLCMay 2025 to now
- Elmbrook AssociatesMay 2019 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Annex Wealth Management, LLCMay 2012 to May 2019
- Grove Point Investments, LLCDec 2009 to May 2025
- Muskego-norway School DistrictApr 2008 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4124255
- Firm CRD
- 6413