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Steven D
Series 63, Series 65
Madison, ME
Northeast Planning Associates, Inc.
Steven Dean is a financial advisor at Northeast Planning Associates, Inc. in Madison, ME, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2007 and at Northeast Planning Associates since 2003. He also operated as a certified real estate appraiser for 28 years and owns a self-storage business. Northeast Planning Associates provides financial planning, investment advisory, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular planning engagements with access to investment management, managing approximately $327.7 million in client assets, and provides services on fixed-fee, hourly, or retainer bases.
Randall D
Series 66
Madison, ME
Northeast Planning Associates, Inc.
Randall Dean is a financial advisor with Northeast Planning Associates, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role starting in 2016, he worked for Independent Appraisals in Madison for 20 years. Northeast Planning Associates, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers modular financial planning, discretionary investment management, and retirement plan advisory services, managing approximately $414 million in discretionary assets with a team of about 70 advisors.
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