Dennis Weddle
Dennis Weddle is a registered investment advisor at Sunstreet Securities, LLC, based in Henderson, NV, with 29 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.50% |
| $750K - $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable and may vary based on the amount of assets, financial complexity, and overall services needed.
Fee Estimator
Location
Henderson, NV
Get directionsHistory
Regulatory History (8)
Customer Dispute
September 2009Customer Dispute
April 2009Regulatory
March 2007Regulatory
September 2006Customer Dispute
July 2006Customer Dispute
July 2005Customer Dispute
May 2005Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Dennis is an agent with Berkshire Guardian, selling health, disability, and long-term care insurance since 2000. This activity results from his full-time financial planning services.
Employment History
Current Registrations
Sunstreet Securities, LLC
Sunstreet Securities, LLC
Sunstreet Securities, LLCBroker
Previous Registrations
Tricor Financial, LLCBroker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Titan Asset Management Group, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.