user avatar

Eleanor Ruth Dean

Advisor at OSAIC — Sturgeon Bay, WI N 4th Ave

Updated today

Credentials

CFP®, Series 63

Experience

51 years

Location

Sturgeon Bay, WI 54235

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,555 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Eleanor Dean is a Certified Financial Planner (CFP®) with over 51 years of industry experience. She has worked at Osaic since 2024 and previously held roles at Woodbury Financial Services and SagePoint Financial Advisors. Outside of her work at Osaic, she operates Dean Financial Planning Solutions, a sole proprietorship providing financial and investment advice, and is active in insurance sales across multiple states. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm offers a range of integrated brokerage and advisory services and uses various tools and third-party solutions to construct and manage portfolios.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Sturgeon Bay, WI N 4th Ave

217 N 4th Ave, #117

Sturgeon Bay WI 54235

Advisors at this office

1

Most active in

Wisconsin

Work history

51 years of industry experience

OSAIC

2024 - Present • 2 years

Sturgeon Bay, WI

Woodbury Financial Services INC

2017 - 2024 • 7 years

Sturgeon Bay, WI

SagePoint Financial Advisors

2010 - 2016 • 6 years

Chanhassen, MN

Ameriprise

2006 - 2006 • 1 year

Chanhassen, MN

Disclosures

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

Business activities & affiliations

user avatar

Jeffrey J

CFP®, Series 63, Series 65

Sturgeon Bay, WI

Harbour Investments, Inc.

Jeffrey Jahnke is a CFP® with 25 years of industry experience, currently serving at Harbour Investments, Inc. since 2018. Prior to that, he worked for 16 years at Woodbury Financial Services. Outside of his advisory role, Jahnke is involved in a coffee shop and tap house business in Sturgeon Bay, where he acts as the financial backer and business consultant. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to build customized strategies and offers both discretionary and non-discretionary portfolio management.

Annuities Options & derivatives strategies
user avatar

Jack K

Series 63, Series 65

Sturgeon Bay, WI

Benjamin F. Edwards & Company, Inc.

Jack Keller is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Prior to joining Benjamin F. Edwards, he worked for Raymond James Financial Services Advisors Inc. and Blahnik Investment Group. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that utilize strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

William M

Series 63, Series 65

Sturgeon Bay, WI

Benjamin F. Edwards & Company, Inc.

William Maples is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including Lido Advisors, LLC and Pegasus Partners Ltd. Maples has a diverse background that includes roles in property management, state revenue, and education. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management strategies, supported by several hundred advisors and tens of billions in assets under management.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Richard P

ChFC®, Series 63

Sturgeon Bay, WI

Eagle Strategies (NY Life)

Richard Price is a financial advisor with Eagle Strategies (NY Life) in Sturgeon Bay, Wisconsin. He holds the ChFC® and Series 63 designations and has 31 years of industry experience. Price previously founded Price Financial Group and has been affiliated with New York Life and NYLIFE Securities LLC throughout his career. Outside of advisory work, he serves as a referee for the Door County Men's Over 30 Basketball League and owns a business brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial majority of its assets on a non-discretionary basis, working with a diverse range of clients including retirement investors and institutional plan sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Danny H

CFP®, Series 66

Sturgeon Bay, WI

RBC Capital Markets

Danny Hanson II is a CFP® professional with 12 years of industry experience, currently serving at RBC Capital Markets since 2018. His previous roles include positions at Nicolet Advisory Services, SII Investments, and Nicolet National Bank. Hanson serves on the boards of DOOR CANcer, Inc., a nonprofit organization, and the Sturgeon Bay Youth Baseball Program. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and services to individual, institutional, and charitable clients. The firm customizes strategies based on clients’ risk profiles and offers access to both in-house and third-party investment managers along with various portfolio management options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar

Nancy L

Series 63

Sturgeon Bay, WI

RBC Capital Markets

Nancy Lake is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 37 years of industry experience. She has worked at RBC Capital Markets and its predecessor firm since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)