DS
PFS
DS
PFS

Dean Shill

10 Years of Experience
Plano, TX
BrokerSells Insurance

Dean Shill is a PFS-designated registered investment advisor, based in Plano, TX, with 10 years of industry experience.

Location

5465 Legacy Drive, Suite 650, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dean works full-time as a financial advisor at Katapult Wealth Partners LLC. He also serves as a board member for both Commodore at Preston HOA and the Dallas Hebrew Free Loan Association, and sells insurance products through Avantax Insurance Agencies, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
April 2016 - October 2019 · 3 yrs 6 mos
1st Global Capital CORP.Broker
February 2016 - October 2019 · 3 yrs 8 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

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.
Dean Shill - Financial Advisor | TrueAdvisor