Dean William Young
CFP®Professional Summary
DEAN WILLIAM YOUNG, CFP® is a registered financial advisor currently at B1B FINANCIAL SOLUTIONS located in Springfield, Missouri. DEAN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. DEAN has worked at 9 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 22, Series 6, Series 53, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Dean has been involved in personally assisting families and small businesses plan and grow their assets for nearly 40 years. His experience in all areas of financial planning has been utilized successfully by many and he has mentored a number of successful financial advisors. Dean has a Bachelor of Science degree from Missouri State University, and a Master of Science degree from the College for Financial Planning. In 1988 he earned the CERTIFIED FINANCIAL PLANNER™...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
B1B FINANCIAL SOLUTIONS | B1B FINANCIAL SOLUTIONS LLC
Contact Information
Main Address
Nixa, MOPhone Number
(417) 209-6290# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
124AUM (Assets Under Management)
$59,908,034Similar Advisors
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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.
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State Registrations and Notice Filings
(1/8/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 22 — Direct Participation Programs Representative Examination
Passed Apr 1984About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1984About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view DEAN WILLIAM YOUNG's CRS (Customer Relationship Summary).
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