Dean Robert Ingvalson
CFP®Professional Summary
Dean Robert Ingvalson, CFP® is a registered financial advisor currently at EFS ADVISORS located in Cambridge, Minnesota and ADVANCED ADVISOR GROUP, LLC located in Minnetonka, Minnesota. Dean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Dean has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Employee and Employer Plan Benefits
- Investment Planning
- Comprehensive Financial Planning
- Estate Planning
- Retirement Planning
Other Aliases
There are no additional aliases reported.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
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.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
Credentials
Years of Experience
41 years in the financial services industry
Current & Past Employments
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
Current Firm
EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS
Contact Information
Main Address
1995 East Rum River Drive S, Cambridge, MN 55008Phone Number
(763) 689-9023# of Employees
59SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
29,438AUM (Assets Under Management)
$2,402,605,047Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
Primary Firm SEC Registration
EDUCATOR'S FINANCIAL SERVICES, INC. | EFS ADVISORS LLC | EFS ADVISORS
State Registrations and Notice Filings
(1/3/2018)
(3/26/2024)
(7/11/2025)
(3/5/2024)
(3/6/2024)
(10/9/2006)
(11/1/2013)
(3/6/2024)
(3/11/2024)
(7/11/2025)
(7/11/2025)
(3/6/2024)
(7/11/2025)
(3/5/2024)
(3/6/2024)
(10/9/2006)
(3/6/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1984About the Series 6 examSRO Registrations
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Dean Robert Ingvalson's CRS (Customer Relationship Summary).
Services Offered by Dean
- Insurance Planning
- Employee and Employer Plan Benefits
- Investment Planning
- Comprehensive Financial Planning
- Estate Planning
- Retirement Planning
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO SECURITIES, LLC
CLARK ASSET MANAGEMENT, LLC
