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Max Dean

Dean Wealth Partners, LLC

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About Max Dean

Max Dean is a financial advisor with Dean Wealth Partners, LLC, located in Austin, TX. Max has been in the industry since 1997 and is registered with FINRA as a Registered Representative (RR) and with the state of Texas as an Investment Advisor Representative (IAR). Max holds Series 7, Series 63 and Series 99TO licenses. Max specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Max Dean is currently registered with Dean Wealth Partners, LLC. 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.
Dean Wealth Partners, LLC

7200 N MOPAC EXPRESSWAY

AUSTIN, TX 78731

$209.31M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Max Dean’s Registration & Firm History

TX

05/21/2019 - Present

Dean Wealth Partners, LLC (Austin TX)

TX

09/16/1997 - 11/23/2018

AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)

MN

09/16/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 09/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max Dean.
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