Dean Specker has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Dean Specker’s longest registration is the current one, 5 years at Financial Gravity Family Office Services since 2021. Before joining Financial Gravity Family Office Services in 2021, Dean Specker was registered through Forta Financial Group, Inc. and Sofos Investments, Inc.
- – present · 5 yearsWarrensburg, MO · Adviser representative · Firm CRD 316024
- Forta Financial Group, Inc.– · 1 yearWarrensburg, MO · Adviser representative · Firm CRD 28784
- Sofos Investments, Inc.– · 2 yearsWarrensburg, MO · Adviser representative · Firm CRD 144008
- Onpointe Advisory and Financial Services, LLC– · under a yearWarrensburg, MO · Adviser representative · Firm CRD 162143
Investment adviser representative registrations
Dean Specker is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2021.
- MissouriSince 13 September 2021
- TexasResidentSince 14 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dean R. Specker
- CRD
- 6743740
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 618 N Maguire #1, Warrensburg, MO 64093
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Dean Specker work?
Dean Specker is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is Dean Specker a financial advisor?
Yes. Dean Specker has a current investment-adviser registration in Missouri and Texas, through Financial Gravity Family Office Services since September 2021.
How many years of experience does Dean Specker have?
Dean Specker has 9 years in the financial industry, since October 2017, across 4 adviser firms.
What exams has Dean Specker passed?
Dean Specker passed the Series 65 in November 2016.
Where did Dean Specker work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Dean Specker was registered through Sofos Investments, Inc., August 2018 to September 2020; Onpointe Advisory and Financial Services, LLC, January 2017 to November 2017.
Where is Dean Specker based?
Dean Specker’s registered office is in Warrensburg, MO.
Is Dean Specker registered with FINRA?
No. Dean Specker has no current broker registration.
How can I verify Dean Specker’s record?
Search CRD 6743740 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dean Specker’s full registration record.