Best Investors Account Sign in
Inactive

Matthew Joseph Dean

Wealthcare Asset Management, LLC

Springfield, MO

Claim This Profile
Current Employers
Wealthcare Asset Management, Llc

2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-09-04
  • MO RA
    APPROVED
    Since 2024-09-04

Branch Locations

2847 S. Ingram Mill Road Suite B102, Springfield, MO 65804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthcare Asset Management, Llc Springfield MO 09/2024 Present
American Tax Strategies, Llc Springfield MO 03/2023 Present
Wealthcare Corporation Springfield MN 07/2022 09/2024
Full Time Student Springfield MO 09/2014 05/2022
  • 09/2024 → Present
    Wealthcare Asset Management, Llc
    Springfield, MO
  • 03/2023 → Present
    American Tax Strategies, Llc
    Springfield, MO
  • 07/2022 → 09/2024
    Wealthcare Corporation
    Springfield, MN
  • 09/2014 → 05/2022
    Full Time Student
    Springfield, MO
Other Businesses

AMERICAN TAX STRATEGIES, LLC; INVESTMENT RELATED; MEDICARE INSURANCE BROKER; START DATE 03/2023; SPRINGFIELD, MO; APPROX 5% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-03
  • S65 Uniform Investment Adviser Law Examination
    2024-08-03
Other Names
  • Matt Dean

View on SEC IAPD

Other Firms

DB ADVISORS
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
SANCTUARY ADVISORS, LLC
TREND MANAGEMENT, INC.
EDWARD JONES

Other Investors

TERRY LYNN BLAIR
CHRISTOPHER MICHAEL LEWIS
DOUGLAS RAY BAGWELL
WILLIAM TED BRYAN
BRENT MERLE WEISENBORN
Michael R Wilcox
Byron Blaine
AARON PAUL GARRETT

Other Offices

DB ADVISORS · SPRINGFIELD, MO
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC · SPRINGFIELD, MO
J.P. MORGAN SECURITIES LLC · Springfield, MO
LPL FINANCIAL LLC · SPRINGFIELD, MO
CETERA INVESTMENT ADVISERS LLC · SPRINGFIELD, MO
SANCTUARY ADVISORS, LLC · SPRINGFIELD, MO
SANCTUARY ADVISORS, LLC · Springfield, MO
SANCTUARY ADVISORS, LLC · SPRINGFIELD, MO

More in Springfield, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor