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Dean H

Series 63, Series 65

Lincolnshire, IL

Hedeker Wealth LLC

Dean Hedeker is a financial advisor with Hedeker Wealth LLC in Lincolnshire, IL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He is also the sole owner of Hedeker Law, Ltd., an estate planning law firm. Hedeker has been with Hedeker Wealth LLC since 2015, including its current iteration since 2021. Hedeker Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other entities. The firm manages approximately $470 million in assets and employs an investment approach that incorporates technical, fundamental, and cyclical analysis, as well as tax-oriented alternative investments tailored to client objectives and risk tolerance.

Private / alternative investments Tax-loss harvesting Business sale tax planning Retirement income strategy Founder/Business Owner
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Thomas R

Series 65

Lincolnshire, IL

Hedeker Wealth LLC

Thomas Ryan is a financial advisor at Hedeker Wealth LLC in Lincolnshire, IL, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Huntington Bank and Spectrum Management Group. Hedeker Wealth LLC offers discretionary and non-discretionary portfolio management and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm employs a range of investment strategies across multiple asset classes and integrates tax projections into client reviews, with portfolios managed using proprietary models, third-party managers, or direct trading.

Private / alternative investments Tax-loss harvesting Business sale tax planning Retirement income strategy Founder/Business Owner
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