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David Breedlove

Dean Wealth Management, LLC
55 Years of Experience
Lindale, TX
1 Disclosure
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David Breedlove is a ChFC-designated registered investment advisor at Dean Wealth Management, LLC, based in Lindale, TX, with 55 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $47M in assets under management.

Dean Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
102 clients
Average Client Portfolio
$465K average
Assets Under Management
$47.4M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17074 Hwy. 20 W., Lindale, TX, 75771

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is a managing member of MKB Management Company LLC, MKB Land LTD (owning real estate investments), MKB Investments LTD, and Breedlove Interests LLC. These activities require a few hours per week.

Employment History
Current Registrations
Dean Wealth Management, LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Concorde Asset Management, LLC
November 2013 - November 2020 · 7 yrs
Concorde Investment Services, LLCBroker
April 2012 - November 2020 · 8 yrs 7 mos
Onyx Wealth Advisors, INC.
February 2007 - December 2013 · 6 yrs 10 mos
Cambridge Legacy Securities L.L.C.Broker
February 2007 - April 2012 · 5 yrs 2 mos
American General Securities Incorporated
September 2002 - February 2007 · 4 yrs 5 mos
American General Securities IncorporatedBroker
July 2002 - February 2007 · 4 yrs 7 mos
Walnut Street Advisers INC
July 2001 - July 2002 · 1 yr
Walnut Street Securities, INC.Broker
June 2001 - July 2002 · 1 yr 1 mo
Jefferson Pilot Securities CorporationBroker
August 2000 - June 2001 · 10 mos
Ogilvie Security Advisors CorporationBroker
August 1998 - September 2000 · 2 yrs 1 mo
Jefferson Pilot Securities CorporationBroker
April 1997 - July 1998 · 1 yr 3 mos
W. S. Griffith & CO., INC.Broker
February 1995 - April 1997 · 2 yrs 2 mos
Chubb Securities CorporationBroker
January 1991 - February 1995 · 4 yrs 1 mo
Dallas Securities Investment CorporationBroker
January 1990 - February 1991 · 1 yr 1 mo
Bankers Transaction Services, INC.Broker
October 1987 - January 1990 · 2 yrs 3 mos
Mutual Benefit Financial Service CompanyBroker
January 1982 - December 1987 · 5 yrs 11 mos
Uslife Equity Sales CORP.Broker
May 1979 - September 1981 · 2 yrs 4 mos
Uslife Equity Sales CORPBroker
February 1975 - May 1979 · 4 yrs 3 mos
Uslife Equity Sales CORP.Broker
February 1970 - February 1975 · 5 yrs
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
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