Years of Experience
5-20+ Years
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Kyle Reese started Sprout Capital Management to help busy professionals gain peace of mind over their finances. Through planning and approaching investment risk head-on, Kyle helps his clients focus on what is most important to achieve their financial goals. Kyle pursued an early career as a commodities trader at Citigroup, and as a quantitative research analyst for Fortune 500 energy companies and a hedge fund. Kyle continues to lean on his wealth of experience, such as risk management and portfolio construction, when working with clients to manage their finances. Kyle received an MBA from the McCombs School of Business at the University of Texas in Austin. Before that, Kyle received a Bachelor of Science in Mechanical Engineering from Oregon State University. Kyle lives in Austin, Texas. When he is not working, he is helping his wife chase around their two young children.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ADVISOR BIO
Laura Redfern is a financial advisor with Shadowridge Asset Management, LLC in Austin, TX. Laura has been working in the financial industry since 2002. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Financial Transitionist. Laura specializes in financial planning, retirement consultations, and portfolio management for both individuals and small business owners. Shadowridge Asset Management, LLC provides financial planning, portfolio management, pension consulting, and a selection of other advisory services.
SPECIALIZATIONS
AUSTIN, TX
10 Years Experience
0 Disclosures
ADVISOR BIO
Danny Omar Lopez is an investment advisor representative with over 5 years of experience in the financial services industry. Danny Omar Lopez is currently registered with J.p. Morgan Securities LLC and has held previous registrations with CUSO Financial Services, L.P. and J.P. MORGAN SECURITIES LLC. Danny Omar Lopez has a strong track record of providing financial advice to individuals, corporations, and other entities. Danny Omar Lopez holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Danny Omar Lopez specializes in providing financial planning, portfolio management, and investment advice to clients.
SPECIALIZATIONS
Austin, TX
9 Years Experience
0 Disclosures
ADVISOR BIO
Reed Grayson Clemons is a financial advisor in Austin, TX. Reed has been in the financial services industry since 2015 and is currently registered with Momentum Independent Network Inc. Reed has a Series 7, Series 66 and SIE license. Reed is also a Certified Financial Planner.
SPECIALIZATIONS
AUSTIN, TX
0 Disclosures
ABOUT FIRM
Dean Wealth Partners, LLC is a registered investment advisor based in Austin, Texas. The firm provides financial planning, portfolio management for individuals and businesses, and other advisory services. They manage approximately $209.3 million in assets for 672 accounts. Their client base primarily consists of high-net-worth individuals and individuals other than high-net-worth.
SPECIALIZATIONS
Austin, TX
21 Years Experience
0 Disclosures
ADVISOR BIO
Priyesh Purushothaman is a financial professional with over 20 years of experience in the financial services industry. Priyesh is currently registered with Charles Schwab & CO., Inc. as a Registered Representative. Prior to that, Priyesh has also worked with other firms such as Stirlingshire Investments, Kepler Capital Markets, Inc., and Credit Agricole Cheuvreux North America, Inc. Priyesh is also a licensed Investment Advisor Representative in the state of Texas.
SPECIALIZATIONS
Atlanta, GA
16 Years Experience
0 Disclosures
ADVISOR BIO
Austin Johnson is a financial advisor with Jones Lang Lasalle Securities, LLC. Austin has been in the financial services industry since December 26, 2008. Austin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the following securities licenses: Series 7, Series 24, Series 50, Series 63, and Series 79TO. Austin is also registered in 51 states and the District of Columbia. Austin is a valuable asset to the team at Jones Lang Lasalle Securities, LLC, and has a proven track record of success in the financial services industry.
SPECIALIZATIONS
No specializations listed.
AUSTIN, TX
8 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Stuhr is a registered representative with Dimensional Fund Advisors LP based in Austin, TX. Joseph has been in the financial services industry since 2016 and is registered with the Financial Industry Regulatory Authority (FINRA). Joseph is also a registered investment advisor in Texas. Dimensional Fund Advisors is a leading investment firm offering a range of investment services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Joseph has extensive experience in the industry and is committed to providing clients with personalized and professional investment advice.
SPECIALIZATIONS
Austin, TX
1 Years Experience
0 Disclosures
ADVISOR BIO
Westin Berry is a financial advisor with over 1 years of experience in the industry. Westin is currently registered with Oakwood Capital Securities, Inc.. Westin has previously been registered with PURSHE KAPLAN STERLING INVESTMENTS. Westin has passed the Series 63, Series 6TO, SIE exams. Westin also holds the no known designation. Westin specializes in brokerage services, assisting clients with investment strategies and market analysis.
SPECIALIZATIONS
No specializations listed.
DILLON, MT
19 Years Experience
0 Disclosures
ADVISOR BIO
Trent Cottom is a financial advisor with Edward Jones in Dillon, MT. Trent has been in the financial industry since 2005. Trent has a Series 66, 63, and 7 license, as well as a Securities Industry Essentials Exam. Trent is registered in 30 states and is active in both broker-dealer and investment advisor capacities. Trent offers a variety of financial services including portfolio management, financial planning, and pension consulting.
SPECIALIZATIONS
