Dean Norsworthy has been an investment adviser representative at Dodds Wealth since January 2023, and is not listed among the firm’s executive officers or direct owners. Dean Norsworthy holds a Bachelor's degree in mechanical engineering from The University of Alabama.
Dodds Wealth, LLC is a Greenwood Village, CO firm with $706M under management, 421 clients and 7 advisers across 2 offices, as of its May 2026 filing.
Dean Norsworthy is Partner & Financial advisor of Dodds Wealth. He joined Dodds Wealth in 2021, was promoted to Financial Advisor in 2024 and became a Partner in 2025, after an earlier career as a project engineer. He works with clients on financial plans, focusing on investment strategies, retirement planning, tax optimization and estate planning.
Dean Norsworthy’s longest registration is the current one, 3 years at Dodds Wealth since 2023. Before joining Dodds Wealth in 2023, Dean Norsworthy was registered through Dodds Wealth Management Group and LPL Financial LLC.
- Dodds Wealth, LLCCurrent– present · 3 yearsGreenwood Village, CO · Adviser representative · Firm CRD 323632
- Dodds Wealth Management Group– · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 131734
- LPL Financial LLC– · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 6413
Professional designations
Listed by Dodds Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Dean Norsworthy is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Texas, in February 2023.
- ColoradoSince 8 January 2023
- TexasSince 10 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2021 |
| Series 7TO | General Securities Representative Examination | 10 November 2021 |
| SIE | Securities Industry Essentials Examination | 12 October 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2021 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dean Edward Norsworthy
- CRD
- 7425000
- Firm
- Dodds Wealth · CRD 323632
- Office
- 5251 DTC PARKWAY STE 720, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- doddswealth.com
Where does Dean Norsworthy work?
Dean Norsworthy is an investment adviser representative registered through Dodds Wealth, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Dean Norsworthy a financial advisor?
Yes. Dean Norsworthy has a current investment-adviser registration in Colorado and Texas, through Dodds Wealth since January 2023.
How many years of experience does Dean Norsworthy have?
Dean Norsworthy has 4 years in the financial industry, since October 2021, across 3 adviser firms.
What exams has Dean Norsworthy passed?
Dean Norsworthy has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in September 2021.
Where is Dean Norsworthy based?
Dean Norsworthy’s registered office is in Greenwood Village, CO.
Is Dean Norsworthy registered with FINRA?
No. Dean Norsworthy has no current broker registration.
Is Dean Norsworthy a CFP?
Dodds Wealth lists Dean Norsworthy with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Dean Norsworthy’s record?
Search CRD 7425000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dean Norsworthy’s full registration record.
