Albert Everett Dean

Employer firm

Riverchase Wealth Management, LLC CRD 156950

$251M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 03/2011 → Present
  Riverchase Financial Planning, Llc (156950)
  Lewisville, TX
• 12/2011 → 11/2016
  Kelleher Dean Tax Advisors, Llc
  Lewisville, TX

Previous Registrations

• 2007-09-17 → 2010-11-23
  Avantax Advisory Services
  Dallas, TX
• 2001-04-18 → 2004-11-30
  Quest Capital Management, Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-15
• S63 Uniform Securities Agent State Law Examination
  1997-04-21

Designations

• Certified Financial Planner

Other Names

• Rett Dean