Captar Private Wealth logo

Captar Private Wealth

Updated today

Client assets under management

$165,300,000

Clients

184

8% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

92

High

Average account size

$898,370

About

Captar Private Wealth, operating as Dedeker Financial, LLC, advises individual and high‑net‑worth clients with ongoing portfolio management and one‑time or fixed financial planning engagements. The firm prepares individualized investment policy statements and may direct all or a portion of client assets to third‑party investment advisers.

The firm’s investment process is guided by client‑specific IPS documents and a broad set of analytical methods — including fundamental, quantitative, technical, charting and cyclical analysis — and it employs long‑term trading and options strategies. Captar generally seeks discretionary trading authority, monitors client accounts regularly, and provides quarterly custodial reporting.

Noteworthy distinctions include a small, recently established advisory team managing a concentrated asset base and a firm policy requiring clients to custody assets with a single broker‑dealer (Fidelity). The principals are licensed insurance agents (a disclosed conflict when insurance is recommended), the firm may receive fee‑sharing from third‑party managers and custodial research (soft‑dollar benefits), and it does not perform ongoing performance reviews of third‑party advisers to which it refers clients.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Annuities

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Fee options

Fixed

Financial planning fees between $500 and $100,000 fixed fee

Percentage

Up to 1.75% annually

Main office location

Captar Private Wealth

600 Hwy 169 S, Suite 720

St. Louis Park MN 55426, United States

Number of offices

1

Most active in

Florida · Louisiana · Minnesota

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Kenneth D

Series 63

St. Louis Park, MN

Captar Private Wealth

Kenneth Dedeker is a financial advisor with Captar Private Wealth, holding a Series 63 designation and 37 years of industry experience. He has worked with firms including Cetera Advisor Networks, Advisornet Wealth Management, and Central Life Assurance Co. Dedeker is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care insurance. Dedeker Financial, LLC provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a multi-method investment approach and requires clients to custody assets with a specified broker-dealer, managing a sizeable asset base with a two-advisor team.

Options & derivatives strategies Annuities
user avatar

Ryan N

Series 66

St. Louis Park, MN

Captar Private Wealth

Ryan Norman is a financial advisor at Captar Private Wealth with a Series 66 designation and one year of industry experience. His prior roles include positions at Principal Securities Inc and Piprude Financial, as well as involvement with FHIT Hockey and Dark Horse Athletics LLC. Captar Private Wealth advises individual and high-net-worth clients through ongoing portfolio management and fixed financial planning, using a client-specific investment process that incorporates multiple analytical methods and long-term trading strategies.

Options & derivatives strategies Annuities
user avatar

Todd K

Series 66

St. Louis Park, MN

Captar Private Wealth

Todd Kelzenberg is a financial advisor at Captar Private Wealth with 23 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Investment Management and Ameriprise. Kelzenberg serves on the Board of Directors for Minnesota State University, Mankato. Dedeker Financial, LLC, where he is also affiliated, provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management and financial planning. The firm employs a diverse investment approach using multiple analysis methods and typically manages client assets through Fidelity custody.

Options & derivatives strategies Annuities
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