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William Louis Dimenna

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3601 Green Rd Ste 100, Beachwood, OH, 44122

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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 ActivitiesSells Insurance

William is affiliated with multiple investment-related entities, including The Tyler-Stone Group, Fiduciary Plan Partners, and Tyler-Stone Wealth Management LLC, where he provides investment advisory services. He also works with Cuyahoga County Board of Elections and Allegis Advisor Group, and has a business entity for tax/investment purposes; his work with Allegis Advisor Group involves non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
August 2024 - Present · 1 yr 6 mos
Tyler-Stone Wealth Management, LLC
May 2019 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
February 2019 - Present · 7 yrs
LPL Financial LLC
February 2019 - Present · 7 yrs
State Registrations9 states
FLGAILMDNCNYOHSCWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Louis Dimenna - Financial Advisor | TrueAdvisor