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Dean Teofilo, Cfp Email & Phone Number

President - Investment Adviser, Certified Financial Planner at Cetera Advisors LLC
Location: Greater Milwaukee, United States 4 work roles 3 schools
1 work email found @firstallied.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Cetera Advisors LLC
Role
President - Investment Adviser, Certified Financial Planner
Location
Greater Milwaukee, United States
Company size
263 employees

Who is Dean Teofilo, Cfp? Overview

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Quick answer

Dean Teofilo, Cfp is listed as President - Investment Adviser, Certified Financial Planner at Cetera Advisors LLC, a with 263 employees, based in Greater Milwaukee, United States. AeroLeads shows a work email signal at firstallied.com and a matched LinkedIn profile for Dean Teofilo, Cfp.

Dean Teofilo, Cfp previously worked as President - Investment Adviser, Certified Financial Planner at Teofilo & Company, Llc and Advisor at Cetera Advisors Llc. Dean Teofilo, Cfp holds B.S., Economics from University Of Wisconsin-Madison.

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Email format at Cetera Advisors LLC

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*@firstallied.com
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AeroLeads found 1 current-domain work email signal for Dean Teofilo, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Dean Teofilo, Cfp

Registered Investment Advisor with over 35 years experience in Investment Securities, Employer Sponsored Retirement Plans, and Financial Planning for high net worth clients.

Listed skills include Retirement Planning, Wealth Management, Securities, Investments, and 8 others.

Current workplace

Dean Teofilo, Cfp's current company

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Cetera Advisors LLC
Cetera Advisors Llc
President - Investment Adviser, Certified Financial Planner
denver, colorado, united states
Website
ceteraadvisors.com
Employees
263
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Company profile
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4 roles · 42 years

Dean Teofilo, Cfp work experience

A career timeline built from the work history available for this profile.

President - Investment Adviser, Certified Financial Planner

Current
Teofilo & Company, Llc

Wauwatosa, Wi

Wealth Management, Retirement Planning, Education Planning, Employer Sponsored Retirement Plans, Registered Investment AdvisoryLicenses: Series 7 - Registered Representative; Series 24 - General Securities Principal; Series 63 - Uniform Securities Agent; Series 99 - Operations Professional; Life, Health, and Disability Insurance License through the State of Wisconsin, Notaryhttp://teofiloandcompany.com/State Securities Approval: Arizona, California, Colorado, Florida, Idaho, Illinois, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Vermont, Wisconsin1233 N. Mayfair Rd., #212Wauwatosa, WI 53226414-676-3100Securities offered through First Allied Securities, Inc., a registered Broker Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc.

Apr 1989 - Present

Consumer Loan Manager

Port Washington Savings Bank
1987 - 1989 ~2 yrs

Assistant Branch Manager

Household Finance Corp
1985 - 1987 ~2 yrs
Team & coworkers

Colleagues at Cetera Advisors LLC

Other employees you can reach at ceteraadvisors.com. View company contacts for 263 employees →

JK John Kadletz, Aams® Cws® John Kadletz, Aams® Cws® Colleague at Cetera Advisors LlcDe Pere, Wisconsin, United States View → RM Rose M. Lugo Rose M. Lugo Colleague at Cetera Advisors LlcLittleton, Colorado, United States View → KS Kelsey Stonier Kelsey Stonier Colleague at Cetera Advisors LlcKlamath Falls, Oregon, United States View → DH Dallas Horn Dallas Horn Colleague at Cetera Advisors LlcFort Mitchell, Kentucky, United States View → BH Barry Havener Barry Havener Colleague at Cetera Advisors LlcBradenton, Florida, United States View → RO Ron Obernolte Ron Obernolte Colleague at Cetera Advisors LlcOakhurst, California, United States View → KK Kathe Konrad Kathe Konrad Colleague at Cetera Advisors LlcDenver, Colorado, United States View → DM Dawn Mccorkle Dawn Mccorkle Colleague at Cetera Advisors LlcDenver Metropolitan Area, United States View → PT Peter Toll Peter Toll Colleague at Cetera Advisors LlcLake Oswego, Oregon, United States View → CB Chuck Bellstrom Chuck Bellstrom Colleague at Cetera Advisors LlcCanfield, Ohio, United States View →
3 education records

Dean Teofilo, Cfp education

Education record

West Bend East High School
FAQ

Frequently asked questions about Dean Teofilo, Cfp

Quick answers generated from the profile data available on this page.

What company does Dean Teofilo, Cfp work for?

Dean Teofilo, Cfp works for Cetera Advisors LLC.

What is Dean Teofilo, Cfp's role at Cetera Advisors LLC?

Dean Teofilo, Cfp is listed as President - Investment Adviser, Certified Financial Planner at Cetera Advisors LLC.

What is Dean Teofilo, Cfp's email address?

AeroLeads has found 1 work email signal at @firstallied.com for Dean Teofilo, Cfp at Cetera Advisors LLC.

Where is Dean Teofilo, Cfp based?

Dean Teofilo, Cfp is based in Greater Milwaukee, United States while working with Cetera Advisors LLC.

What companies has Dean Teofilo, Cfp worked for?

Dean Teofilo, Cfp has worked for Teofilo & Company, Llc, Cetera Advisors Llc, Port Washington Savings Bank, and Household Finance Corp.

Who are Dean Teofilo, Cfp's colleagues at Cetera Advisors LLC?

Dean Teofilo, Cfp's colleagues at Cetera Advisors LLC include John Kadletz, Aams® Cws®, Rose M. Lugo, Kelsey Stonier, Dallas Horn, and Barry Havener.

How can I contact Dean Teofilo, Cfp?

You can use AeroLeads to view verified contact signals for Dean Teofilo, Cfp at Cetera Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Dean Teofilo, Cfp attend?

Dean Teofilo, Cfp holds B.S., Economics from University Of Wisconsin-Madison.

What skills is Dean Teofilo, Cfp known for?

Dean Teofilo, Cfp is listed with skills including Retirement Planning, Wealth Management, Securities, Investments, Investment Advisory, Financial Services, Financial Planners, and Pensions.

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