Courtney L. Dean
Professional summary
Courtney Liebig Dean, who also goes by Courtney Mccormack Dean, Courtney Mccormack Liebig, Courtney Liebig, is a registered financial advisor currently at ECIO, INC. located in Madison, Wisconsin.
Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Courtney has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Courtney Liebig Dean's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2021 - Present
ECIO, INC.
Office #1: 821 E Washington Avenue Suite 200, Madison, WI 53703August 1, 2014 - November 17, 2020
HANSBERGER GROWTH INVESTORS, LP
July 1, 2013 - September 30, 2016
NORTHROAD CAPITAL MANAGEMENT LLC
May 27, 2013 - November 17, 2020
MADISON INVESTMENT ADVISORS, LLC
February 20, 2012 - November 17, 2020
MFD DISTRIBUTOR, LLC
October 9, 1997 - June 14, 2002
LAZARD FRERES & CO. LLC
Primary Firm SEC Registration
ECIO, INC.
CRD#: 301432 / SEC#: 801-129326
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2021)
(5/5/2022)
(1/6/2021)
Exams
Series 6TO
Date: 12/22/2022
Investment Company Products/Variable Contracts Representative ExaminationSeries 7TO
Date: 10/6/2020
General Securities Representative ExaminationCurrent Firm
ECIO, INC.
CRD#: 301432 / SEC#: 801-129326
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 195 |
| AUM (Assets Under Management) | $ 231,739,432 |
Red Flags
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