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Michael Dean Fessler

WESTLAKE WEALTH MANAGEMENT, LLC·ROANOKE, Texas
SIE, Series 7, Series 66CFPClean record12 years registeredWESTLAKE WEALTH MANAGEMENT, LLC
310 S. OAK STREET, SUITE 208, ROANOKE, TX 76262CRD# 6218319Firm CRD# 295033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Dean Fessler · ROANOKE, TX
Registration
CRD #6218319 · WESTLAKE WEALTH MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: WESTLAKE WEALTH MANAGEMENT, LLC
FORTIS CAPITAL ADVISORS, LLC
Dec 2024 – Jul 2025
Fort Worth, TX
WESTLAKE WEALTH MANAGEMENT, LLC
Apr 2024 – Dec 2025
ROANOKE, TX
WESTLAKE WEALTH MANAGEMENT, LLC
Jan 2023 – Dec 2023
ROANOKE, TX
WESTLAKE WEALTH MANAGEMENT, LLC
May 2018 – Dec 2022
Roanoke, TX
EDWARD JONES
Sep 2013 – May 2018
FT WORTH, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 3, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WESTLAKE WEALTH MANAGEMENT, LLC
CRD 295033 · SEC 801-113142
AUM
$16M
Regulatory assets under management
Employees
4
146 client accounts
Services offered by WESTLAKE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WESTLAKE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael Dean Fessler offer?
Michael Dean Fessler specializes in Financial Planning, Investment Management, Wealth Management.
What are Michael Dean Fessler's credentials?
Michael Dean Fessler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Dean Fessler located?
Michael Dean Fessler is based in ROANOKE, Texas, last registered with WESTLAKE WEALTH MANAGEMENT, LLC.
How does Michael Dean Fessler charge for services?
Michael Dean Fessler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTLAKE WEALTH MANAGEMENT, LLC?
WESTLAKE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $16M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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