Dean W. Cherpitel

LEGACY WEALTH PLANNING

Overland Park, KS 66207

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CRD#: 1051004

Professional summary

Dean Wesley Cherpitel is a registered financial advisor currently at LEGACY WEALTH PLANNING, LLC located in Overland Park, Kansas.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Dean has worked at 8 firms and has passed the Series 63, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Wesley Cherpitel's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 24, 2025 - Present

LEGACY WEALTH PLANNING, LLC

Office #1: 5750 W. 95th Street Suite 128, Overland Park, KS 66207

RIA

CRD#: 152084

Overland Park, KS

Past

March 2, 2010 - December 31, 2024

LEGACY WEALTH PLANNING, LLC

RIA

CRD#: 152084

OVERLAND PARK, KS

Past

April 23, 2004 - January 4, 2010

LEGACY WEALTH PARTNERS, LLC

RIA

CRD#: 130472

OVERLAND PARK, KS

Past

July 29, 2003 - April 23, 2004

THE LEGACY PLANNING GROUP

RIA

CRD#: 123638

OVERLAND PARK, KS

Past

February 26, 1996 - August 8, 1997

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

KANSAS CITY, MO

Past

July 8, 1994 - February 21, 1996

ENERIC FINANCIAL SERVICES, INC.

CRD#: 11761

FAIRFIELD, IA

Past

December 21, 1992 - July 5, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

June 19, 1991 - November 23, 1992

CETERA WEALTH SERVICES, LLC

CRD#: 13572

EL SEGUNDO, CA

Past

August 24, 1982 - June 28, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(11/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/28/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/23/1982

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 8/23/1982

Direct Participation Programs Representative Examination

Current Firm

LEGACY WEALTH PLANNING, LLC

BRAY, MATTHEW, THOMAS | LEGACY WEALTH PLANNING, LLC | LEGACY WEALTH PLANNING

CRD#: 152084 / SEC#:

Kansas

Registered Investment Advisory firm - (1/30/2025 Approved)

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Contact information

Main Address

5750 W. 95th Street Suite 128, Overland Park, KS 66207

Mailing Address

Phone number

(913) 648-4657

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	86
AUM (Assets Under Management)	$ 10,085,892

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dean W. Cherpitel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Wesley Cherpitel's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH PLANNING, LLC

LEGACY WEALTH PARTNERS, LLC

THE LEGACY PLANNING GROUP

SUNSET FINANCIAL SERVICES, INC.

ENERIC FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

CETERA WEALTH SERVICES, LLC

GREEN HILL FINANCIAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/28/1982

Series 6

Date: 9/23/1982

Series 22

Date: 8/23/1982

Current Firm

LEGACY WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH PLANNING, LLC

TRUST BUT VERIFY

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