David Michael Breedlove

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

• 08/1969 → Present
  Breedlove Insurance & Financial Services
  Tyler, TX
• 04/2012 → 10/2020
  Concorde Investment Services, Llc
  Troy, MI
• 11/2013 → 10/2020
  Concorde Asset Management, Llc
  Troy, MI
• 11/2020 → Present
  Swords Wealth Management, Llc
  Lindale, TX

Previous Registrations

• 2013-11-19 → 2020-11-03
  Concorde Asset Management, Llc
  Tyler, TX
  Ann Arbor, MI
• 2007-02-26 → 2013-12-31
  Onyx Wealth Advisors, Inc.
  Dallas, TX
• 2002-09-05 → 2007-02-13
  American General Securities Incorporated
  Tyler, TX
• 2001-07-27 → 2002-07-31
  Walnut Street Advisers Inc
  Tyler, TX

Other Businesses

1-MKB MANAGEMENT COMPANY, LLC, 1024 Pruitt Place, Tyler, TX. Managing Member, Start Date 8/2004. 6-10 HRS/MO during business hours, 6-10 HRS/MO outside business hours. 2-MKB LAND, LTD., 1024 Pruitt Place, Tyler, TX. General Partner as Managing Member of LLC, Start Date 8/2004, Owns various Real Estate investments. 1-5 HRS/MO during business hours, 1-5 HRS/MO outside business hours. 3-MKB INVESTMENTS, LTD., 1024 Pruitt Place, Tyler, TX. General Partner as Managing Member of LLC, Start Date 8/2004, 1-5 HRS/MO during business hours, 1-5 HRS/MO outside business hours. 4- BREEDLOVE INTERESTS LLC, TYLER, TX. Managing Member, Start Date 8/2004.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-06-04

Designations

• Chartered Financial Consultant

Other Names

• Mike Breedlove
• David Michael Breedlove