Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
4,635 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$24.3B

Fee Structure

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Location

570 Lake Cook Rd, Suite 320, Deerfield, IL, 60015

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Since September 2024, Dennis has been a Director of Cion Grosvenor Infrastructure Fund, participating in board activities and overseeing the Audit Committee. He spends a few hours per week on this investment-related business.

Employment History
Current Registrations
Previous Registrations
Waveland Family Office, LLC
October 2024 - February 2025 · 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.