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Keaton Dean

TSCHETTER GROUP
BELLEVUE, WA
·CRD# 7650594·3 years experience

Professional Summary

Keaton Dean, who also goes by Keaton Theisson Dean, Keaton Dean, is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington. Keaton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Keaton has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Keaton Theisson Dean, Keaton Dean

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

3 years in the financial services industry

Current & Past Employments

TSCHETTER GROUP·CRD# 301548
RIA
2155 112th Ave Ne, Bellevue, WA 98004
May 18, 2026 - Present
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Bothell, WA
March 31, 2025 - May 7, 2026
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Lynnwood, WA
August 16, 2023 - March 31, 2025
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Lynnwood, WA
February 22, 2023 - May 7, 2026

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Current Firm

TG
TSCHETTER GROUP

DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160
RIA
Registered Investment Advisory firm - SEC (5/1/2019 Approved)

Contact Information

Main Address

2155 112th Ave Ne, Bellevue, WA 98004

Phone Number

(425) 998-9960

# of Employees

24

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TSCHETTER GROUP ADV 2A JULY 2026 (7/10/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,558

AUM (Assets Under Management)

$2,390,397,962

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/19/2025Cover PageReport
02/19/2025Cover PageReport

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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.

The advisor shows no other business activity.

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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".
TG
TSCHETTER GROUP

DDD PARTNERS, LLC | TSCHETTER WEALTH ADVISORS | TSCHETTER GROUP

CRD#: 301548 / SEC#: 801-115160
RIA
Registered Investment Advisory firm - SEC (5/1/2019 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.
IAR
Washington
(5/18/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Feb 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Feb 2023About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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