Dean Khatib

DESLA WEALTH MANAGEMENT

West Des Moines, IA 50266

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CRD#: 5848366

Professional summary

Dean Khatib is a registered financial advisor currently at DESLA WEALTH MANAGEMENT located in West Des Moines, Iowa.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Dean has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

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.

1. 10/07/2015 - VisionPoint Advisory Group/ DBA for LPL Business (entity for LPL business)/ 100%/ West Des Moines, IA 2. 10/07/2015 - Desla Wealth Management/ DBA for LPL Business (entity for LPL business)/ 100%/ West Des Moines, IA 3. 10/08/2015 * Visionpoint Advisory Group * Registered Investment Advisor Hybrid * inv rel * at reported business location(s) * start 08/17/2015 * time spent 100% 4. 03/09/2016 * Visionpoint Advisory Group * Registered Investment Advisor DBA * Delsa Wealth Management * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/15/15 * TIME SPENT 100%

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Khatib's 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®

None

Experience

Current

January 21, 2021 - Present

DESLA WEALTH MANAGEMENT

Office #1: 1080 Jordan Creek Pkwy. Ste. 202c, West Des Moines, IA 50266

RIA

CRD#: 310235

West Des Moines, IA

Past

October 7, 2015 - January 26, 2021

BALEFIRE, LLC

RIA

CRD#: 168733

DALLAS, TX

Past

October 7, 2015 - March 26, 2021

LPL FINANCIAL LLC

CRD#: 6413

DALLAS, TX

Past

January 1, 2011 - October 19, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WEST DES MOINES, IA

Past

November 5, 2010 - October 19, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WEST DES MOINES, IA

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

Iowa
(1/21/2021)

IAR

Texas
(2/5/2021)

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

State Security Law Exam

IAR

Series 66

Date: 12/30/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2010

General Securities Representative Examination

Current Firm

DESLA WEALTH MANAGEMENT

DESLA WEALTH MANAGEMENT | DESLA WEALTH MANAGEMENT LLC

CRD#: 310235 / SEC#:

Iowa

Registered Investment Advisory firm - (1/21/2021 Approved)

Texas

Registered Investment Advisory firm - (1/30/2024 Approved)

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Contact information

Main Address

1080 Jordan Creek Pkwy. Ste. 202c, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 452-0001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 29,000,000

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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Dean Khatib

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Khatib's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESLA WEALTH MANAGEMENT

BALEFIRE, LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2010

SIE

Date: 10/1/2018

Series 7

Date: 11/4/2010

Current Firm

DESLA WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DESLA WEALTH MANAGEMENT

TRUST BUT VERIFY

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