Morgan Stanley
46yrs
Top advisor by experience in Santa Rosa Beach
39yrs
Dean Andersen
Financial advisor at Wells Fargo Advisors
Dean Andersen is a fiduciary financial advisor in Santa Rosa Beach, Florida, with 39 years in the industry. After six years at Citigroup Global Markets, Dean joined Wells Fargo Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Dean holds the CFP® designation.
One of 33 advisors with offices in Santa Rosa Beach, and one of 28 fiduciaries.
At a glance
Experience39 years (since 1988)
How that compares ?Top 5% by experience nationwide
OfficeSanta Rosa Beach, FL
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2009 – 2020Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2009Citigroup Global Markets Inc.Previously
Contact Dean
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Dean. Santa Rosa Beach, FLOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dean
Tailored to Dean’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dean
How do I contact Dean?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Dean Andersen. Dean works from the Santa Rosa Beach, FL office.
How long has Dean been a financial advisor?
Dean has been in the industry since 1988, about 39 years. Top 5% by experience nationwide.
What licenses does Dean hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dean a fiduciary?
Dean is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dean paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dean for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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