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Dean W
Series 63
Fayetteville, TX
intrua Financial
Dean Wolpert is a financial advisor with intrua Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 2010. Intrua Financial offers investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical and cyclical analysis to create customized asset allocations and investment policy statements, managing approximately $1.76 billion in client assets as of December 2024.
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