Matthew Joseph Dean
Investment Adviser Representative at Wealthcare Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Joseph Dean is an investment adviser representative with Wealthcare Asset Management, LLC in Springfield, MO, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wealthcare Asset Management, LLCSep 2024 – no end date reportedSpringfield, MO
- American TAX Strategies, LLCMar 2023 – no end date reportedSpringfield, MO
- Wealthcare CorporationJul 2022 – Sep 2024Springfield, MN
- FULL TIME StudentSep 2014 – May 2022Springfield, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthcare Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning services including creating lifetime income, minimizing income taxes in retirement, protecting principal, efficiently paying for long-term care, and settling estates and expanding legacies, delivered through a six-step holistic and personalized process.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Springfield, MO
- SEC file number:
- 801-129104
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 28, 2026
View full firm profileOther advisors at Wealthcare Asset Management, LLC
5 other advisors in the directory
Similar advisors in Springfield, MO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Joseph Dean has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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