Courtney Dean

from Ecio, Inc.
SEC regulated
Regulated Investment Advisor
Courtney Dean is a financial advisor based in Wisconsin, Madison, with 14 years of experience. Courtney currently works for Ecio, Inc.. Courtney maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Courtney Dean works at Ecio, Inc.
Ecio, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $131,066,239 of assets under management and employs about 9 people. Ecio, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
821 E Washington Avenue, Suite 200, Madison, Wisconsin, 53703

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