Dean Inman, AAMS, WMS
Dean Inman is a dedicated Financial Advisor with Osaic FS, offering a comprehensive range of securities and advisory services as well as life insurance solutions. Based in Fort Mitchell, KY, Dean serves clients in-person in KY, IN, and OH where it is most convenient for them. Dean also offers securities to residents of FL, GA, PA, SC, TX & VA and advisory services to residents of GA, IN, KY, OH & TX.
Dean is registered as an Investment Advisor Representative and holds his FINRA Series 7, 63, and 65 registrations, his Life and Health Insurance licenses as well as the Accredited Asset Management Specialist (AAMS) and Wealth Management Specialist (WMS) designations. Dean brings over 28 years of experience in the financial services industry.
With a Bachelor’s degree in Small Business and Entrepreneurship, Dean brings a wealth of experience to the table. Having served as a commercial lender for a regional bank and successfully managed a family-owned business, he offers a distinctive and insightful perspective to his clients. Dean's extensive tenure in delivering financial, investment, and retirement planning services highlights his unwavering dedication to assisting clients in realizing their financial objectives.
Professional Expertise and Client Focus:
Dean's professional expertise extends to designing comprehensive financial plans tailored to meet the unique needs and goals of each client. He believes in educating investors, fostering a partnership that empowers clients to make informed decisions. With a keen ability to analyze complex financial situations and develop clear solutions, Dean excels in presenting these solutions in an understandable manner, catering even to clients with limited investment experience.
Dean specializes in addressing the complete financial picture for each individual, recognizing that every client has distinct needs. He also works with small to medium-sized business retirement plans, offering tailored strategies to enhance financial well-being.