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Dean H. Schennum

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CRD#: 711309
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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.

Dean Harold Schennum, who also goes by Dean H Schennum, was a registered financial professional .

Dean is a previously registered financial professional and started their career in finance in 1980. Dean had worked at 4 firms and has passed the Series 65, Series 63, Series 1 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dean H Schennum

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.
DEAN SCHENNUM HAS BEEN THE PRESIDENT OF SCHENNUM & ASSOCIATES LTD, LOCATED AT 1735 OHIO AVE BREMERTON WA 98337, SINCE 04/1995. AND IS ENGAGED IN A PROFESSION OTHER THAN PROVIDING FINANCIAL PLANNING AND INVESTMENT ADVICE. HE SELLS INSURANCE PRODUCTS FOR SALES COMMISSIONS. THAT PROFESSION CURRENTLY TAKES UP TO 40% OF HIS WORK-WEEK.

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

December 20, 2007 - November 18, 2024

PARKER FINANCIAL LLC

RIA
CRD#: 144293
SILVERDALE, WA
Past

May 30, 1990 - November 5, 1991

ASKAR CORP.

BD
CRD#: 7512
BLOOMINGTON, MN
Past

May 26, 1981 - June 28, 1988

DIMENSION SECURITIES, LTD.

BD
CRD#: 8730
BILLINGS, MT
Past

July 1, 1980 - July 7, 1981

CAPP AND SMITH, INC.

BD
CRD#: 6720

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".
PF
PARKER FINANCIAL LLC
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

CRD#: 144293 / SEC#: 801-121333

RIA
Registered Investment Advisory firm - (6/1/2021 Approved)
Oregon
Registered Investment Advisory firm - (10/30/2008 Terminated)
Texas
Registered Investment Advisory firm - (11/19/2021 Terminated)
Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)

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
IAR
Series 65
Date: 10/24/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 6/27/1980
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


PF
PARKER FINANCIAL LLC
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

CRD#: 144293 / SEC#: 801-121333

RIA
Registered Investment Advisory firm - (6/1/2021 Approved)
Oregon
Registered Investment Advisory firm - (10/30/2008 Terminated)
Texas
Registered Investment Advisory firm - (11/19/2021 Terminated)
Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)
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Contact information


Main Address
9230 Bay Shore Dr Nw #201, Silverdale, WA 98383
Mailing Address
Phone number
(360) 337-2701
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/10/2025)

Regulatory assets under management


Total Number of Accounts301
AUM (Assets Under Management)$ 217,000,000

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.

Company Information


PARKER FINANCIAL LLC

CRD#: 144293

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