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Springfield, MO Office

Team
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Wealthcare Asset Management, LLC logo

Wealthcare Asset Management, LLC

Team

Firm-wide stats for Wealthcare Asset Management, LLC

Total advisors

6

Across 2 offices

Clients per advisor

98 Very High

Avg AUM per client

$342,777 Very Low

HNW client ratio

7% Very Low

About

WealthCare Asset Management is a registered investment adviser that provides discretionary asset management for individuals, high‑net‑worth clients, trusts, estates, retirement plans and business entities. The firm reports roughly $210.8 million in regulatory assets under management across about 586 client relationships and supplements portfolio services with ancillary offerings such as cash monitoring, pension‑maximization guidance, and periodic newsletters.

The firm’s investment process emphasizes technical and market‑timing analysis — including charting, cyclical indicators and proprietary weightings of indicators such as the MACD — and applies a disciplined, sell‑side approach intended to mitigate risk. Portfolios are constructed from ETFs, individual stocks, bonds, mutual funds and options, and the brochure discloses use of short‑term trading and options strategies, the ability to employ leveraged products, and the engagement of third‑party sub‑advisors or held‑away account platforms when appropriate.

Notable distinctions relative to many team advisers include an explicit absence of stand‑alone financial planning services, a $500,000 typical account minimum, and the firm’s disclosure of derivatives and options trading within managed accounts. The firm is owner‑managed with the principal also serving as chief compliance officer and discloses solicitor/referral arrangements and external marketing materials (the firm’s materials indicate use of client testimonials), features that together and its proprietary technical model differentiate it from many peers.

Based on Wealthcare Asset Management, LLC

Expertise

Social Security optimization Medicare planning Long-term care insurance Options & derivatives strategies

Based on Wealthcare Asset Management, LLC

Occupation focus

Founder/Business Owner

Based on Wealthcare Asset Management, LLC

Location

2847 S. Ingram Mill Road, Suite B102

Springfield MO 65804

Advisors at this office

5

Advisors at this office

user avatar

Jeremy Z

Series 65

Springfield, MO

Wealthcare Asset Management, LLC

Jeremy Zickefoose is a Series 65-licensed advisor at Wealthcare Asset Management, LLC with one year of industry experience. Prior to joining Wealthcare, he worked at Globe Life - Liberty National and has been the owner of White Tornado Cleaning Services, a commercial janitorial business, since 2022. Wealthcare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a technical and market-timing investment approach using ETFs, stocks, bonds, mutual funds, and options, with a disciplined sell-side strategy aimed at risk mitigation.

Social Security optimization Medicare planning Long-term care insurance Options & derivatives strategies Founder/Business Owner
user avatar

Eric B

Series 65

Springfield, MO

Wealthcare Asset Management, LLC

Eric Burlison is a Series 65 registered advisor with WealthCare Asset Management, LLC in Springfield, MO, bringing seven years of industry experience. He has served in the United States House of Representatives since 2023 and was previously a member of the Missouri General Assembly. In addition to his advisory role, Burlison is involved with American Tax Strategies, LLC. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical and market-timing investment approach with a disciplined, sell-side focus to mitigate risk, managing portfolios that include ETFs, individual stocks, bonds, mutual funds, and options.

Social Security optimization Medicare planning Long-term care insurance Options & derivatives strategies Founder/Business Owner
user avatar

James W

Series 63, Series 65

Springfield, MO

Wealthcare Asset Management, LLC

James Watts is a financial advisor with Wealthcare Asset Management, LLC, holding Series 63 and Series 65 licenses and has 28 years of industry experience. His work history includes roles at WealthCare Corporation, Regal Investment Advisors, and American Tax Strategies. Outside of his advisory work, he owns and operates Wattswood Farms, a livestock farm. Wealthcare Asset Management is a registered investment adviser providing discretionary asset management for individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical and market-timing investment approach focused on risk mitigation, employing a variety of securities and derivatives strategies within managed accounts.

Social Security optimization Medicare planning Long-term care insurance Options & derivatives strategies Founder/Business Owner
user avatar

Joey L

Series 65

Springfield, MO

Wealthcare Asset Management, LLC

Joey Ledford is a financial advisor at Wealthcare Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked with Funeral Directors Life and Dairy Farmers of America. He is also involved with American Tax Strategies, LLC as an insurance agent. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a disciplined, technical investment process focused on risk mitigation through market-timing analysis and constructs portfolios using ETFs, stocks, bonds, mutual funds, and options.

Social Security optimization Medicare planning Long-term care insurance Options & derivatives strategies Founder/Business Owner
user avatar

Matthew D

Series 65

Springfield, MO

Wealthcare Asset Management, LLC

Matthew Dean is a financial advisor at Wealthcare Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at American Tax Strategies, LLC and WealthCare Corporation. In addition to his advisory role, he is a Medicare insurance broker at American Tax Strategies, where he dedicates approximately 5% of his time. WealthCare Asset Management is a registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a technical, market-timing investment approach with a disciplined sell-side strategy, managing portfolios that include ETFs, stocks, bonds, mutual funds, and options.

Social Security optimization Medicare planning Long-term care insurance Options & derivatives strategies Founder/Business Owner
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