Skip to content

Dean Daichi Allen

Investment adviser representative at Pine Grove Financial Group
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

Are you Dean Daichi Allen? Claim your profile

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

17 years in the industry.

  1. Pine Grove Financial GroupApr 2023 to now
  2. Pine Grove Financial GropupSep 2019 to now
  3. Highland BankJan 2018 to Sep 2019
  4. UnemployedAug 2017 to Jan 2018
  5. University of Minnesota - Twin Cities Security Monitor ProgramSep 2013 to Aug 2017
  6. Full Time StudentSep 2009 to Aug 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MN).

Pine Grove Financial Group

Legal name: Mlg Wealth Management, Inc.

$1.5BAssets managed
1,404Clients
14Advisers
6 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
7731616
Firm CRD
308193
Advisor's SEC record (opens in a new tab)
CallContact this firm