Captar Private Wealth

Dedeker Financial, LLC is a Limited Liability Company based in Minnesota, established in August 2022 by Kenneth Dedeker and Todd Kelzenberg. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They create Investment Policy Statements for each client, covering investment strategy, asset allocation, and risk tolerance. Dedeker Financial seeks discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm's investment strategies include long-term trading and options trading, with a focus on risk management and fair allocation of opportunities among clients. Dedeker Financial acts as a fiduciary, committed to providing advice in the client's best interest. They offer financial planning services covering various aspects such as investment, tax, retirement, and debt planning. The firm's fee structure includes asset-based management fees up to 1.75% annually, with fees paid quarterly. Dedeker Financial does not participate in wrap fee programs and has assets under management of $130 million for discretionary amounts and $7 million for non-discretionary amounts as of December 2024. Dedeker Financial serves individuals and high-net-worth individuals with no minimum account size requirement. The firm's investment analysis methods include charting, cyclical, fundamental, quantitative, and technical analysis, with a focus on managing risks associated with various securities, including mutual funds, fixed income securities, equities, and ETFs. Dedeker Financial's Code of Ethics ensures compliance with regulations, transparency in recommendations, and fair trading practices. The firm does not accept performance-based fees, and clients have the option to terminate agreements within specified periods without penalties. Dedeker Financial does not have a history of disciplinary actions, bankruptcy petitions, or financial conditions that could impair client commitments.