MD
Matthew J. Dean
WEALTHCARE ASSET MANAGEMENT
Springfield, MO 65804
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CRD#: 7980762
MD
Professional summary
Matthew Joseph Dean, who also goes by Matt Dean, is a registered financial advisor currently at WEALTHCARE ASSET MANAGEMENT, LLC located in Springfield, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Dean
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AMERICAN TAX STRATEGIES, LLC; INVESTMENT RELATED; MEDICARE INSURANCE BROKER; START DATE 03/2023; SPRINGFIELD, MO; APPROX 5% OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Joseph Dean's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 4, 2024 - Present
WEALTHCARE ASSET MANAGEMENT, LLC
Office #1: 2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804RIA
CRD#: 170382
Springfield, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTHCARE ASSET MANAGEMENT, LLC
JAMES WATTS, AMERICAN TAX STRATEGIES, LLC INSURANCE AGENCY | WEALTHCARE, LLC | WEALTHCARE TAX ADVISORS, LLC | WEALTHCARE ASSET MANAGEMENT, LLC | SAVINGYOUTAXES.COM
CRD#: 170382 / SEC#: 801-129104
RIA
Registered Investment Advisory firm - (11/27/2023 Approved)California
Registered Investment Advisory firm - (12/28/2023 Terminated)Missouri
Registered Investment Advisory firm - (11/28/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(9/4/2024)
Current Firm
WA
WEALTHCARE ASSET MANAGEMENT, LLC
JAMES WATTS, AMERICAN TAX STRATEGIES, LLC INSURANCE AGENCY | WEALTHCARE, LLC | WEALTHCARE TAX ADVISORS, LLC | WEALTHCARE ASSET MANAGEMENT, LLC | SAVINGYOUTAXES.COM
CRD#: 170382 / SEC#: 801-129104
RIA
Registered Investment Advisory firm - (11/27/2023 Approved)California
Registered Investment Advisory firm - (12/28/2023 Terminated)Missouri
Registered Investment Advisory firm - (11/28/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804
Mailing Address
Phone number
(417) 865-0936
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 832 |
| AUM (Assets Under Management) | $ 161,175,824 |
Red Flags
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Company Information
WEALTHCARE ASSET MANAGEMENT, LLC
CRD#: 170382Springfield, MO 65804TRUST BUT VERIFY
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