Max Dean is a registered investment advisor, based in Austin, TX, with 28 years of industry experience.
Location
7200 N Mopac Expressway, Suite 140, Austin, TX, 78731
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Max is the principal operator and financial advisor/owner of Dean Wealth Partners, LLC, dedicating nearly full-time hours to this RIA. He also works as an insurance agent selling insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Dean Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.