Dean Harold Schennum
Professional Summary
Dean Harold Schennum, who also goes by Dean H Schennum, was a registered financial advisor. Dean was a previously registered financial professional and started their career in finance 1980 - 2024. Dean had worked at 4 firms and has passed the Series 65, Series 63, Series 1 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dean H Schennum
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
46 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
ANNUITY EXPERT | SOUND RETIREMENT RADIO | SOUND RETIREMENT PLANNING | SOCIAL SECURITY PLANNER | RETIREMENT BUDGET CALCULATOR | PARKER TAX ADVISORS | PARKER FINANCIAL LLC | PARKER FINANCIAL | LTC EXPERT | INSURANCE SERVICES BY PARKER FINANCIAL, LLC
Contact Information
Main Address
9230 Bay Shore Dr Nw #201, Silverdale, WA 98383Phone Number
(360) 337-2701# of Employees
5SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
304AUM (Assets Under Management)
$272,049,379Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ANNUITY EXPERT | SOUND RETIREMENT RADIO | SOUND RETIREMENT PLANNING | SOCIAL SECURITY PLANNER | RETIREMENT BUDGET CALCULATOR | PARKER TAX ADVISORS | PARKER FINANCIAL LLC | PARKER FINANCIAL | LTC EXPERT | INSURANCE SERVICES BY PARKER FINANCIAL, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Jun 1980Series 39 — Direct Participation Programs Principal Examination
Passed Aug 1980About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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