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Eleanor D
CFP®, Series 63
Sturgeon Bay, WI
OSAIC
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.
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