Advisor at The huntington Investment company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The huntington Investment company
Location
Batesville, IN
Credentials
Series 63, Series 66
Industry experience
36 years
$0 - $100,000: 1.50% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $100,001 - $150,000: 1.35% (GPS Foundations, GPS Select, GPS Wrap Strategists) $150,001 - $250,000: 1.20% (GPS Foundations, GPS Select, GPS Wrap Strategists) $250,001 - $500,000: 1.00% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $500,001 - $1,000,000: 0.85% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $1,000,001 - $2,000,000: 1.15% first $1,000,000 then 1.00% next $1,000,000 (RPM Program); 1.00% first $2,000,000 (PWC, TFS Programs) $2,000,001 - $3,000,000: 0.75% (PWC, TFS Programs; RPM Program next $3,000,000 at 0.75%) $3,000,001 - $5,000,000: 0.65% (PWC, TFS Programs; RPM Program next $5,000,000 at 0.50%) $5,000,001 - $10,000,000: 0.50% (PWC, TFS Programs; RPM Program next $5,000,000 at 0.50%) $10,000,001+: 0.40% (RPM Program); 0.50% (PWC, TFS Programs) $0 - $250,000: 2.00% (GPS Premier separately managed equity accounts) $250,001 - $500,000: 1.75% (GPS Premier equity accounts) $500,001 - $1,000,000: 1.35% (GPS Premier equity accounts) $1,000,001 - $5,000,000: 1.10% (GPS Premier equity accounts) $5,000,001+: 0.90% (GPS Premier equity accounts) $0 - $250,000: 1.50% (GPS Premier fixed income accounts) $250,001 - $500,000: 1.25% (GPS Premier fixed income accounts) $500,001 - $1,000,000: 1.00% (GPS Premier fixed income accounts) $1,000,001 - $5,000,000: 0.85% (GPS Premier fixed income accounts) $5,000,001+: 0.70% (GPS Premier fixed income accounts)
Account minimum: $10,000 minimum for Foundations Program (lowest minimum mentioned); other program minimums vary from $25,000 to $1,000,000 Minimum fee: $1,500 minimum annual account fee for GPS Tailored Fiduciary Solutions (TFS) Program Fee-only: Yes, fee-only advisory compensation disclosed; no commissions charged for advisory services.
The huntington Investment company
2022 - Present (4 years)
Fifth third Securities
2016 - 2022 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Batesville, IN
Edward Jones
Series 66
Greensburg, IN
Edward Jones
CFP®, ChFC®, Series 66
Batesville, IN
Edward Jones
CFP®, Series 66
Greensburg, IN
Edward Jones
CFP®, Series 63, Series 66
Batesville, IN
Fidelity
Yvonne Dean serves as a Branch Leader, focusing on partnering with colleagues to deliver the Standard of Care to clients and associates. She has held various leadership roles within Fidelity Investments, including Assistant Branch Leader in 2024, Team Leader for Advisory Services from 2022 to 2024, and Team Leader for Workplace Planning and Advice from 2020 to 2022. Prior to her tenure at Fidelity Investments, Yvonne held positions such as Director of Client Management Services at One America from 2018 to 2020 and Associate Financial Advisor at Acuitas Financial Group - Ameriprise from 2017 to 2018. Her earlier career includes roles with United Federal Credit Union, Schwab Private Client, PNC Investments, and Thrivent Financial for Lutherans, where she held several leadership positions including Vice President and Regional Vice President. Yvonne's extensive experience spans client management, advisory services, workplace planning, program management, and investment services. Outside of her professional responsibilities, Yvonne enjoys fitness, horseback riding, kayaking, motorcycles, music, and reading.
Series 63, Series 66
Brookville, IN
Fidelity
Jason Hacker is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2023. In this role, he partners with the Private Wealth Management Team to provide service and support aimed at fostering strong and lasting relationships with clients and their families. He has been with Fidelity Investments since 2007, holding various roles including Executive Services Associate, Retirement Benefits Coordinator, Retirement Solutions Representative, Investment Solutions Representative, and Financial Services Representative. This extensive experience reflects his involvement in wealth management and retirement planning. No information regarding his education, credentials, personal interests, or community involvement was provided.
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