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Dena L. Froiland

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CRD#: 4014466
DF

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.

Dena Lynn Froiland, who also goes by Dena Lynn Dejager, Dena Lynn Dejager, was a registered financial professional .

Dena is a previously registered financial professional and started their career in finance in 2008. Dena had worked at 5 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dena Lynn Dejager | Dena Lynn Dejager

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) Unified Financial LLC. Investment related. Located at 1825 158th Lane NV, Andover, MN 55304. Nature - RIA. Position - Owner and IAR. Start - 01/2022. 80 hours per month, all during trading hours. Duties - owner and CCO. 2) D5 Group LLC. Not investment related. Located at 1825 158th Lane NV, Andover, MN 55304. Nature - Consulting. Position - Owner. Start - 04/2020. 8 hours per month, all during trading hours. Duties - providing operational coaching. 3) Focus Forward LLC. Investment related. Located at 1825 158th Lane NV, Andover, MN 55304. Nature - Operational Outsourcing. Position - 50% Owner. Start - 10/2021. 20 hours per month, all during trading hours. Duties - offering job sharing to wealth management teams. 4) Nellie DeJager Fund. Not investment related. Located at 1825 158th Lane NV, Andover, MN 55304. Nature - Charitable Foundation. Position - Founder. Start - 08/2014. 1 hour per month during trading hours. Duties - Fundraising, supporting children and families in Hancock, MN and surrounding communities.

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

August 25, 2022 - March 21, 2024

UNIFIED FINANCIAL, LLC

RIA
CRD#: 319130
ANDOVER, MN
Past

March 3, 2022 - December 31, 2022

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
ALBANY, NY
Past

September 26, 2019 - April 1, 2020

THRIVENT ADVISOR NETWORK, LLC

RIA
CRD#: 304569
MINNEAPOLIS, MN
Past

April 26, 2016 - March 18, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
MINNEAPOLIS, MN
Past

October 1, 2015 - March 18, 2020

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

August 6, 2013 - September 29, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

January 18, 2008 - September 29, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
RR
IAR
Series 66
Date: 8/5/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


UF
UNIFIED FINANCIAL, LLC
UNIFIED FINANCIAL, LLC

CRD#: 319130 / SEC#:

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Contact information


Main Address
Andover, MN
Mailing Address
Phone number
(763) 443-6740
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


UNIFIED FINANCIAL, LLC

CRD#: 319130

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