A complete list of active advisors currently associated with Captar Private Wealth
Warmer can help you find a great advisor at Captar Private Wealth or one who fits your needs even better.
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.
To learn more about the advisors currently working at Captar Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
St. Louis Park, MN
| 38
| |
St. Louis Park, MN
| 24
| |
St. Louis Park, MN
| 3
|
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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.
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