Austin Douglas Dean
Investment adviser representative at Waystone Advisors LLC
14 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$179.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Waystone Advisors LLCJan 2024 to now
- Dean Family Real Estate LLCDec 2021 to now
- Lion Street Advisors, LLCApr 2022 to Feb 2024
- Lion Street Financial, LLCApr 2022 to Feb 2024
- Guide Advisors, Inc.Dec 2020 to May 2022
- Guide Advisors, Inc. Fka Geer Financial Group, Inc.Apr 2020 to May 2022
- Austin Dean, Sole Proprietor dba Dean Advisory GroupApr 2020 to Dec 2020
- Penn Mutual Life Ins CoJul 2012 to Apr 2020
- Hornor, Townsend & Kent, LLCMay 2012 to Apr 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Waystone Advisors LLC
$179.3MAssets managed
306Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5886688
- Firm CRD
- 328565