Kenneth James Dean
Investment adviser representative at Winthrop Wealth
25 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$3.1BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Winthrop Advisory Group LLCAug 2018 to now
- Winthrop WealthMay 2018 to now
- Boston UniversityMar 2006 to now
- Kenneth Dean, Cpa, MstOct 1999 to now
- LPL Financial LLCMar 2018 to Nov 2024
- Peak Financial Management Inc.Jan 2016 to May 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 4567381
- Firm CRD
- 288178