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DW

Dennis W. Wiedeman

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CRD#: 1611819
DW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dennis Wayne Wiedeman was a registered financial professional .

Dennis is a previously registered financial professional and started their career in finance in 1987. Dennis had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 20, 2013 - November 5, 2015

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
GERING, NE
Past

March 27, 2009 - May 15, 2013

WEALTH ADVISORS NETWORK, INC.

RIA
CRD#: 113836
GERING, NE
Past

June 9, 2005 - March 20, 2009

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
GERING, NE
Past

October 31, 2003 - March 29, 2005

WEALTH ADVISORS NETWORK, INC.

RIA
CRD#: 113836
GERING, NE
Past

January 22, 2003 - November 5, 2015

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
GERING, NE
Past

October 27, 1993 - January 28, 2003

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
GEING, NE
Past

July 18, 1991 - January 23, 2003

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

March 23, 1987 - July 19, 1991

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

February 9, 1987 - March 20, 1987

PFS INVESTMENTS INC.

BD
CRD#: 10111

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/20/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


1G
1ST GLOBAL ADVISORS INC
1ST GLOBAL ADVISORS INC

CRD#: 111133 / SEC#: 801-41517

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Contact information


Main Address
12750 Merit Drive Suite 1200, Dallas, TX 75251
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

IMS FLEX CHOICE WRAP FEE PROGRAM BROCHURE (9/26/2019)

Red Flags


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.

Company Information


1ST GLOBAL ADVISORS INC

CRD#: 111133

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