Beth J. Verdoorn

DEAN INVESTMENTS

BEAVERCREEK, OH 45431

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CRD#: 4078307

Professional summary

Beth Jean Verdoorn, CFP® is a registered financial advisor currently at DEAN INVESTMENTS located in Beavercreek, Ohio and DEAN FINANCIAL SERVICES located in Beavercreek, Ohio.

Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Beth has worked at 3 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

In 1997, I started the business Beth Verdoorn, CPA as a non-investment related business. The address of the business is 60 Corral Ct, Springboro, OH 45066, and the nature of this business is tax return preparation. I am the owner of this business and prepare approximately 35 tax returns annually. I spend approximately 15 hours per month February thru April, but none during trading hours and none the remainder of the year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Jean Verdoorn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

Experience

Current

January 23, 2003 - Present

DEAN INVESTMENTS

Office #1: 3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431

RIA

CRD#: 104635

BEAVERCREEK, OH

Current

October 26, 2004 - Present

DEAN FINANCIAL SERVICES

Office #1: 3500 Pentagon Blvd, Suite 200, Beavercreek, OH 45431

RIA

CRD#: 129679

BEAVERCREEK, OH

Past

February 8, 2000 - October 29, 2007

2480 SECURITIES LLC

CRD#: 41964

DAYTON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEAN INVESTMENTS

DEAN C H & ASSOCIATES, INC. | DEAN INVESTMENTS | DEAN INVESTMENT ASSOCIATES, LLC | DEAN INVESTMENT ASSOCIATES

CRD#: 104635 / SEC#: 801-9895

RIA

Registered Investment Advisory firm - (1/1/1975 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/23/2003)

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.

Exams

General Industry/Product Exam

Series 6

Date: 2/7/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DEAN INVESTMENTS

DEAN C H & ASSOCIATES, INC. | DEAN INVESTMENTS | DEAN INVESTMENT ASSOCIATES, LLC | DEAN INVESTMENT ASSOCIATES

CRD#: 104635 / SEC#: 801-9895

RIA

Registered Investment Advisory firm - (1/1/1975 Approved)

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Contact information

Main Address

3500 Pentagon Boulevard, Suite 200, Beavercreek, OH 45431

Mailing Address

Phone number

(937) 222-9531

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DEAN INVESTMENT ASSOCIATES, LLC (3/26/2025)

Regulatory assets under management

Total Number of Accounts	494
AUM (Assets Under Management)	$ 895,627,639

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
10/23/2024	Cover Page	Report
08/23/2023	Cover Page	Report
02/22/2023	Cover Page	Report

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.

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Beth J. Verdoorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beth Jean Verdoorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

DEAN INVESTMENTS

DEAN FINANCIAL SERVICES

2480 SECURITIES LLC

Primary Firm SEC Registration

DEAN INVESTMENTS

State Registrations and Notice Filings

Exams

Series 6

Date: 2/7/2000

Current Firm

DEAN INVESTMENTS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DEAN INVESTMENTS

TRUST BUT VERIFY

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