Zachary Paul Haberman
Investment adviser representative at Dean Financial Services
11 yearsExperience
1 stateRegistered in
$382MFirm assets
22 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
- Pension consulting
Experience
11 years in the industry.
- Dean Financial ServicesJul 2026 to now
- C.H. Dean, LLCMar 2026 to now
- Fukuvi USAMay 2015 to Mar 2026
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Dean Financial Services
Legal name: Dean Financial Services, LLC
$382MAssets managed
277Clients
4Advisers
22 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
- 8306206
- Firm CRD
- 129679