DEAN W. YOUNG

B1B FINANCIAL SOLUTIONS | Sr. Wealth Advisor

Springfield, MO

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CRD#: 1225159

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.

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™ certification. Dean enjoys serving on area non-profit boards and currently sits on the Boys & Girls Clubs of Springfield board where he is Past President. Dean and his wife Mary have 4 children and numerous grandchildren.

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.

1. Heim, Young & Associates Inc. DBA MA Brokerage Solutions; Investment-related; 1256 E. Kingsley Street, Springfield, MO 65804; Up to 40 hrs./week; Provides brokerage services for clients of the Mercer Advisors Inc. affiliated Broker Dealer. 2. Employed by affiliated RIA- Mercer Global Advisors as an investment advisors as of 05-2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view DEAN WILLIAM YOUNG'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®

CFP^®

Certified Financial Planner

Experience

Current

January 8, 2024 - Present

B1B FINANCIAL SOLUTIONS

RIA

CRD#: 307249

Springfield, MO

Past

July 1, 2022 - January 4, 2024

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Springfield, MO

Past

December 4, 1996 - September 26, 2022

HYA ADVISORS, INC

RIA

CRD#: 106691

SPRINGFIELD, MO

Past

December 22, 1995 - December 31, 2023

HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993

SPRINGFIELD, MO

Past

November 16, 1995 - December 12, 1995

GREYSTONE SECURITIES CORPORATION

CRD#: 37792

SPRINGFIELD, MO

Past

August 16, 1991 - December 31, 1995

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

March 16, 1989 - August 20, 1991

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

January 9, 1984 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

January 9, 1984 - March 29, 1989

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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

Missouri
(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

State Security Law Exam

Series 63

Date: 1/6/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 4/2/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/6/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 8/5/1996

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 5/20/1994

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/18/1991

General Securities Principal Examination

Current Firm

B1B FINANCIAL SOLUTIONS

B1B FINANCIAL SOLUTIONS | B1B FINANCIAL SOLUTIONS LLC

CRD#: 307249 / SEC#:

Missouri

Registered Investment Advisory firm - (2/20/2020 Approved)

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Contact information

Main Address

Nixa, MO

Mailing Address

Phone number

(417) 209-6290

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 81,276,987

Red Flags

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Contact information

xxxxx@xxxx.xxx

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DEAN W. YOUNG

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view DEAN WILLIAM YOUNG's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

HYA ADVISORS, INC

HEIM, YOUNG & ASSOCIATES, INC.

GREYSTONE SECURITIES CORPORATION

SECURITIES AMERICA, INC.

VSR FINANCIAL SERVICES, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/6/1984

Series 52TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 1/18/1986

Series 22

Date: 4/2/1984

Series 6

Date: 1/6/1984

Series 53

Date: 8/5/1996

Series 4

Date: 5/20/1994

Series 24

Date: 12/18/1991

Current Firm

B1B FINANCIAL SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

B1B FINANCIAL SOLUTIONS

TRUST BUT VERIFY

Contact information

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