DK
DK

Dustin Keomysy

28 Years of Experience
Minnetonka, MN
1 DisclosureBrokerSells Insurance

Dustin Keomysy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Minnetonka, MN, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4300 Barker Rd, Minnetonka, MN, 55343

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2006
Settled
Other Business ActivitiesSells Insurance

Dustin is a real estate agent and owner of Sky Real Estate LLC, dedicating minimal time to each. He is also an agent for Newman Long Term Care Financial Services and CEO of Sky Wealth Management, used for advisory fees and commissions.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Prosperwell Financial
April 2014 - June 2017 · 3 yrs 2 mos
LPL Financial LLC
January 2014 - May 2017 · 3 yrs 4 mos
LPL Financial LLCBroker
October 2011 - May 2017 · 5 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2008 - October 2011 · 3 yrs 3 mos
Wachovia Securities, LLCBroker
January 2008 - August 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
December 2000 - April 2004 · 3 yrs 4 mos
Wells Fargo Securities INC.Broker
September 1999 - May 2001 · 1 yr 8 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 1997 - December 2000 · 3 yrs
State Registrations15 states
ALAZCODCFLILMNMONENMNVTXVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.