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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, United States 4 work roles 3 schools
1 work email found @firstallied.com LinkedIn matched
✓ Verified May 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, 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 company with 263 employees, based in Greater Milwaukee, United States, 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.

Company email context

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 · 41 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.

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 →

JG Jerald Gunn Jerald Gunn Colleague at Cetera Advisors Llc San Francisco, California, United States, United States View → LA Lily Appleby Lily Appleby Colleague at Cetera Advisors Llc Alabaster, Alabama, United States, United States View → JT Jeffrey Talbott, Mba Jeffrey Talbott, Mba Colleague at Cetera Advisors Llc Virginia Beach, Virginia, United States, United States View → MM Mike Murphy Mike Murphy Colleague at Cetera Advisors Llc Smithtown, New York, United States, United States View → DH Dallas Horn Dallas Horn Colleague at Cetera Advisors Llc Fort Mitchell, Kentucky, United States, United States View → BM Bryndon Manzer Bryndon Manzer Colleague at Cetera Advisors Llc Edmond, Oklahoma, United States, United States View → SH Stephen Hill Stephen Hill Colleague at Cetera Advisors Llc Salisbury, Maryland, United States, United States View → DS Dave Schoep Dave Schoep Colleague at Cetera Advisors Llc Aurora, Colorado, United States, United States View → DG Dave Gallaway, Cfp® Dave Gallaway, Cfp® Colleague at Cetera Advisors Llc New York City Metropolitan Area, United States View → BD Bruce De Falco, Mba Bruce De Falco, Mba Colleague at Cetera Advisors Llc Las Vegas, Nevada, United States, 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, 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 Jerald Gunn, Lily Appleby, Jeffrey Talbott, Mba, Mike Murphy, and Dallas Horn.

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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