DW

Dennis Russell Weddle

29 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
48 clients
Average Client Portfolio
$123K average
Assets Under Management
$5.9M

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
Financial Plan Fee:$200 - $5,000
Hourly Rate:$100/hr

SunStreet Securities, LLC charges an annual management fee based on assets under management. The standard fee schedule is 2.75% for assets between $25,000 and $250,000, decreasing to 1.50% for assets over $2,000,000. Fees are negotiable and may vary based on the client's assets, financial complexity, and services needed. They also offer asset review services and written financial plans for an hourly rate of $100 or a flat fee of $200 to $5000 annually, also negotiable. Fees are billed monthly or quarterly. Clients must have at least $25,000 to open an account, but this minimum may be waived at the firm's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Henderson, NV

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Regulatory History (8)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Denied
Customer Dispute
April 2009
Settled
Regulatory
March 2007
Final
Regulatory
September 2006
Final
Customer Dispute
July 2006
Settled
Customer Dispute
July 2005
Denied
Customer Dispute
May 2005
Closed-No Action
Customer Dispute
May 2005
Settled
Other Business ActivitiesSells Insurance

Dennis is an agent with Berkshire Guardian, selling health, disability, and long-term care insurance since 2000. This activity results from his full-time financial planning services.

Employment History
Current Registrations
Sunstreet Securities, LLC
January 2008 - Present · 18 yrs
Sunstreet Securities, LLC
November 2007 - Present · 18 yrs 2 mos
Sunstreet Securities, LLC Broker
November 2007 - Present · 18 yrs 2 mos
Previous Registrations
Tricor Financial, LLCBroker
September 2007 - October 2007 · 1 mo
Brookstreet Capital Management
November 2005 - July 2007 · 1 yr 8 mos
Brookstreet Securities CorporationBroker
November 2005 - July 2007 · 1 yr 8 mos
Aig Financial Advisors, INC.
October 2005 - November 2005 · 1 mo
Aig Financial Advisors, INC.Broker
October 2005 - November 2005 · 1 mo
Sunamerica Securities, INC.
July 2005 - October 2005 · 3 mos
Sunamerica Securities, INC.Broker
June 2005 - October 2005 · 4 mos
American Express Financial Advisors, INC.
September 1996 - June 2005 · 8 yrs 9 mos
American Express Financial Advisors INC. Broker
July 1996 - June 2005 · 8 yrs 11 mos
Ids Life Insurance CompanyBroker
July 1996 - June 2005 · 8 yrs 11 mos
Titan Asset Management Group, INC.Broker
May 1996 - September 1996 · 4 mos
State Registrations7 states
AZCAFLILNVTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dennis Russell Weddle - Financial Advisor | AdvisorDiscover