Investment adviser representative · Geneva Partners, LLC
Dean R. Schwefel
CRD 6734249 · Lake Geneva, WI
At a glance
Dean R. Schwefel is an investment adviser representative with Geneva Partners, LLC in Lake Geneva, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dean’s SEC record dates to 2016, about 9 years ago.
Current advisory firm
- Geneva Partners, LLCSince December 2016Lake Geneva, WI · $424M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dean’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Geneva Partners, LLC
- Loren T. CookLake Geneva
- Scott G. FarrowLake Geneva
- Valerie A. LampLake Geneva
- Mark S. McCurryLake Geneva · Certified Financial Planner
- Thomas E. RoweLake Geneva
- Steven P. SchwefelLake Geneva
- Karin R. CookKewanee
- Keith J. SchwefelChicago
Every advisor at Geneva Partners, LLC →Geneva Partners, LLC: assets, clients and custodians →Financial advisors in Lake Geneva, WI →Every Geneva Partners, LLC advisor in Lake Geneva →Advisor Moves: who changed firms this week →