Investment adviser representative · Atx Financial Planning, LLC
Dallan C. Maas
CRD 6693861 · Austin, TX
At a glance
Dallan C. Maas is an investment adviser representative with Atx Financial Planning, LLC in Austin, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dallan’s SEC record dates to 2016, about 9 years ago.
Current advisory firm
- Atx Financial Planning, LLCSince June 2023Austin, TX · $174M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dallan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Atx Financial Planning, LLC
- Ryan C. MaasAustin
- Raymond M. MasseyAustin
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