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Dean Lee Zortman

Advisor at LPL Financial — Fowler, KS N Main St.

Updated today

Credentials

Series 66

Experience

26 years

Location

Fowler, KS 67844

LPL Financial logo

LPL Financial

Institution

Total advisors

22,663

Across 10,415 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Dean Zortman is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Waddell & Reed, various insurance carriers, and operating businesses such as Heartland Insurance LLC and Dream Peddler LLC, where he is also a book author and publisher. He has longstanding involvement with his community through the Fowler Housing Authority and the Meade County Historical Society. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Fowler, KS N Main St.

500 N Main St., Ste B

Fowler KS 67844

Advisors at this office

1

Most active in

Colorado · Kansas

Work history

26 years of industry experience

LPL Financial

2021 - Present • 5 years

Fowler, KS

Meade County Historical Society

2018 - 2021 • 3 years

Meade, KS

Heartland Insurance LLC

2011 - 2021 • 10 years

Fowler, KS

Dream Peddler LLC

2008 - 2021 • 13 years

Fowler, KS

Artesia LLC

2008 - 2021 • 13 years

Fowler, KS

Various Insurance Carriers for W & R Insurance Agencies

2000 - 2021 • 21 years

Fowler, KS

Waddell & Reed, Inc

2000 - 2021 • 21 years

Fowler, KS

Dean Zortman-Notary

1995 - 2021 • 26 years

Fowler, KS

Fowler Housing Authority

1992 - 2021 • 29 years

Fowler, KS

Zortman Tax Service

1985 - 2021 • 36 years

Fowler, KS

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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