Matthew Dean has been an investment adviser representative at WealthCare Asset Management since September 2024, and is not listed among the firm’s executive officers or direct owners. Matthew Dean holds a Bachelor's degree in financial planning from Missouri State University.
Wealthcare Asset Management, LLC is a Springfield, MO firm with $211M under management, 603 clients and 5 advisers in one office, as of its April 2026 filing.
Matt Dean works with clients at WealthCare, particularly on the nuances of Medicare in retirement planning. He joined the financial services industry after realizing that many people have little more than basic financial knowledge and make poor financial choices as a result.
- – present · 2 yearsSpringfield, MO · Adviser representative · Firm CRD 170382
Investment adviser representative registrations
Matthew Dean is registered as an investment adviser representative in Missouri, since September 2024.
- MissouriSince 4 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Joseph Dean
- CRD
- 7980762
- Firm
- WealthCare Asset Management · CRD 170382
- Office
- 2847 S. INGRAM MILL ROAD, SUITE B102, Springfield, MO 65804
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthcarecorp.com
Where does Matthew Dean work?
Matthew Dean is an investment adviser representative registered through Wealthcare Asset Management, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Dean a financial advisor?
Yes. Matthew Dean has a current investment-adviser registration in Missouri, through WealthCare Asset Management since September 2024.
How many years of experience does Matthew Dean have?
Matthew Dean has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Matthew Dean passed?
Matthew Dean passed the Series 65 in August 2024.
Where is Matthew Dean based?
Matthew Dean’s registered office is in Springfield, MO.
Is Matthew Dean registered with FINRA?
No. Matthew Dean has no current broker registration.
How can I verify Matthew Dean’s record?
Search CRD 7980762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Dean’s full registration record.
