Investment adviser representative · Dean Wealth Management, LLC
Joe N. Wylie
CRD 1957603 · Lindale, TX
At a glance
Joe N. Wylie is an investment adviser representative with Dean Wealth Management, LLC in Lindale, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joe’s SEC record dates to 1991, about 35 years ago.
Current advisory firm
- Dean Wealth Management, LLCSince February 2026Lindale, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joe’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
- 4 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 Dean Wealth Management, LLC
- David M. Breedlove Sr.Lindale · Chartered Financial Consultant
- Benjamin H. DeanLindale · Certified Financial Planner
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