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Matthew Joseph Dean

Wealthcare Asset Management, LLC

Springfield, MO

CRD 7980762

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Employer firm

Wealthcare Asset Management, LLC CRD 170382

$211M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISORY SERVICES

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

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

Nearby Firms

DB ADVISORS
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

TERRY LYNN BLAIR
CHRISTOPHER MICHAEL LEWIS
DOUGLAS RAY BAGWELL

Nearby Offices

DB ADVISORS · SPRINGFIELD, MO
FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC · SPRINGFIELD, MO
J.P. MORGAN SECURITIES LLC · Springfield, MO

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