Patrick J. Krumm
Professional summary
Patrick Jon Krumm, who also goes by Patrick J Krumm, Patrick Krumm, is a registered financial advisor currently at DEAN CAPITAL MANAGEMENT located in Overland Park, Kansas.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Patrick has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Jon Krumm's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 25, 2008 - Present
DEAN CAPITAL MANAGEMENT
Office #1: 7400 West 130th Street Suite 350, Overland Park, KS 66213March 14, 1994 - March 18, 2008
AMERICAN CENTURY INVESTMENT SERVICES INC.
Primary Firm SEC Registration
DEAN CAPITAL MANAGEMENT
CRD#: 145666 / SEC#: 801-68942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/25/2008)
Exams
Current Firm
DEAN CAPITAL MANAGEMENT
CRD#: 145666 / SEC#: 801-68942
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 502 |
| AUM (Assets Under Management) | $ 1,133,464,465 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/23/2024 | ||
| 08/23/2023 | ||
| 02/22/2023 |
Red Flags
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