Michelle Dean Whitlock

Current Employers

Employment History

• 11/2022 → Present
  Transamerica Financial Advisors, Inc
  South Jordan, UT
• 04/2022 → Present
  Wfgia
  South Jordan, UT
• 02/2013 → 06/2020
  L.A. East Recording Studios
  Salt Lake City, UT
• 08/2016 → 04/2017
  Student
  Provo, UT
• 04/2017 → 10/2017
  Self-Employed
  Willard, UT
• 10/2017 → 04/2019
  Unemployed
  Milano
• 05/2019 → Present
  Dean Voice Studio
  Willard, UT
• 08/2019 → 06/2020
  Student
  Provo, UT
• 07/2020 → Present
  Wasatch Music Coaching Academy
  Salt Lake City, UT
• 06/2023 → Present
  Wealthwave
  Alpharetta, GA
• 02/2024 → Present
  Lspn Pro, Llc
  Lindon, UT
• 04/2024 → Present
  Peachy Development, Inc.
  Willard, UT
• 10/2025 → Present
  Dean And Whitlock Holdings, Llc
  Bountiful, UT
• 10/2025 → Present
  Whitlock Rentals, Llc Master Series
  Bountiful, UT

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). WASATCH MUSIC COACHING ACADEMY/Investment Related - No/675 S 400 E Salt Lake City, UT 84111 801-560-6437/I teach weekly private voice lessons to students of all ages./voice teacher/07.2020/8/0/I teach lessons and help with the student recitals. Dean Voice Studio/Investment Related - No/3805 S 400 E South Salt Lake, UT 84115 801-513-3763/I teach private voice lessons from my home for 1.5 hours each week./voice teacher/05.2016/6/6/I teach private voice lessons and occasionally organize recitals or masterclasses for my students. I also offer performances as a recitalist and/or opera singer. When contracted to do so, I am a studio recording artist. WEALTHWAVE POSITION: NA NATURE: Marketing INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2023 ADDRESS: 3030 Royal Blvd S Suite 200, Alpharetta GA 30022, United States DESCRIPTION: WFG Co-Brand LSPN PRO, LLC POSITION: Independent Representative NATURE: Bundled professional services including estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2024 ADDRESS: 100 N State St., Lindon UT 84042, United States DESCRIPTION: When I meet clients who could benefit from estate planning I will refer them to LSPN Pro for those services and LSPN Pro can compensate me if the clients decides to use their services. PEACHY DEVELOPMENT, INC. POSITION: CFO NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 7460 S 530 W, Willard UT 84340, United States DESCRIPTION: I don't have any activities associated with this OBA. It is a family corporation organized for tax purposes and to limit liability for my parents. They asked several family members to fill different roles in the organization. It also ties into their estate plan. DEAN AND WHITLOCK HOLDINGS, LLC POSITION: Board Member NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2025 ADDRESS: 1290 N 200 W, Unit 1, Bountiful UT 84010, United States DESCRIPTION: No activities associated with this OBA except ownership of the assets. WHITLOCK RENTALS, LLC MASTER SERIES POSITION: Board Member NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/29/2025 ADDRESS: 1290 N 200 W, Unit 1, Bountiful UT 84010, United States DESCRIPTION: Occasional upkeep, finding renters.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-04
• S63 Uniform Securities Agent State Law Examination
  2022-11-07

Other Names

• Michelle Dean
• Michelle Margaret Dean
• Michelle Margaret Dean Whitlock