Joe Nmn Wylie

Employer firm

Dean Wealth Management, LLC CRD 172563

$51.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → Present
  Trinity Portfolio Advisors, Llc
  Fort Worth, TX

Previous Registrations

• 2009-11-19 → 2026-02-12
  Trinity Portfolio Advisors, Llc
  Tyler, TX
  Southlake, TX
  Tyler, TX
  Tyler, TX
• 2003-07-01 → 2009-11-16
  Mml Investors Services, Llc
  Tyler, TX
  Tyler, TX
• 2002-03-18 → 2003-05-20
  Gollob, Morgan & Peddy Financial Consultants, Ltd.
  Tyler, TX
• 1991-06-11 → 2002-06-19
  Sunamerica Securities, Inc.
  Tyler, TX

Other Businesses

CPA; non-investment related; 1121 ESE Loop 323, Suite 150, Tyler, TX, 75701; 7/1/2003; 60 hours a month, 40 hours during trading, Preparation and review of tax returns, tax research and planning, supervision of employee doing the same.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-24
• S63 Uniform Securities Agent State Law Examination
  1989-06-21

Other Names

• Joe Wylie