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Dean Michael Mansavage

Advisor at Mass Mutual Investors Services — Rockford, IL Weaver Rd

Updated today

Credentials

Series 63, Series 66

Experience

33 years

Location

Rockford, IL 61114

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,061

Across 1,224 offices

Clients per advisor

89 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Dean Mansavage is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 credentials. He has 33 years of industry experience, including over 25 years at MetLife Securities Inc. prior to joining Mass Mutual Investors Services in 2017. Mansavage is also affiliated with MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Rockford, IL Weaver Rd

6785 Weaver Rd, Suite 2 A

Rockford IL 61114

Advisors at this office

3

Most active in

Illinois · Texas

Work history

33 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Rockford, IL

MassMutual Life Insurance Co

2016 - Present • 10 years

Rockford, IL

MetLife Securities Inc.

1991 - 2017 • 26 years

West Bend, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donna Q

CFP®, Series 63, Series 65

Loves Park, IL

Quam Wealth Advisory Group LLC

Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Barbara L

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

General retirement planning Social Security optimization General tax planning Wealth management
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Jeffrey D

Series 63, Series 65

Loves Park, IL

DiBenedetto & Associates Ltd

Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.

Long-term care insurance Life insurance needs analysis Annuities
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Timothy K

ChFC®, Series 63, Series 65

Rockford, IL

Midwest Financial Associates, Inc.

Timothy Knauf is a ChFC®-designated financial advisor with Midwest Financial Associates, Inc., bringing 36 years of industry experience. He has held positions at AO Risk Consultants, LLC, Arthur J. Gallagher & Co., and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in The Pension Specialists, Ltd., which provides 401(k) plan administration services. Midwest Financial Associates manages approximately $124 million for around 286 clients, offering discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs customized portfolios using a mix of mutual funds, equities, fixed income, annuities, and structured products, making portfolio decisions on a discretionary basis aligned with clients’ risk tolerances and financial goals.

General retirement planning Income planning Annuities Wealth management
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Alex D

Series 63, Series 65

Rockford, IL

DiBenedetto & Associates Ltd

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

Long-term care insurance Life insurance needs analysis Annuities
user avatar

Philip G

CFP®, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

General retirement planning Social Security optimization General tax planning Wealth management
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