DW
DW

Dennis Scott Wesel

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

Green Lake, WI

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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

Dennis is employed by Branshaw Financial as an assistant for investment clients and as a tax preparer. He is compensated with a salary.

Employment History
Current Registrations
Interactive Financial Advisors
December 2017 - Present · 8 yrs 2 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.