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Dean W. Urick Edit Profile

tax and financial planner

Dean W. Urick, American tax and financial planner. Registered representative series 24-general securities principal; certified estate planner; registered investment advisor representative. Youth counselor Faith Baptist Church, Sarasota, since 1994. Member International Association Finance Planning, National Association Certified Estate Planners, Million Dollar Round Table, Finance Planners Association.

Background

Urick, Dean W. was born on May 19, 1964 in Omaha. Son of John William Urick and Kathy Ann Leinemann.

Education

Graduate, Fort Calhoun (Nebraska) High School, 1982.

Career

Estate planner Global Financial Advisory, Sarasota, Florida, 1991-1997, Wallace Planning Group, Sarasota, 1997-2000. Chief Executive Officer The Premier Planning Group, since 2000. Speaker in field.

Achievements

  • Registered representative series 24-general securities principal. Certified estate planner. Registered investment advisor representative.

Membership

Youth counselor Faith Baptist Church, Sarasota, since 1994. Member International Association Finance Planning, National Association Certified Estate Planners, Million Dollar Round Table, Finance Planners Association.

Connections

Married Michelle, February 20, 1999. 1 child, Ashleigh Reese.

father:
John William Urick

mother:
Kathy Ann Leinemann

spouse:
Michelle

child:
Ashleigh Reese Urick