TrueAdvisor
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CFA
DB
CFA

Dustin Loyal Brumbaugh

Tschetter Group
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Tschetter Group
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
451 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

2155 112th Ave Ne, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tschetter Group
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Tschetter Wealth Advisors
October 2017 - May 2019 · 1 yr 7 mos
D.A. Davidson & CO.
October 2015 - October 2017 · 2 yrs
D.A. Davidson & CO.Broker
August 2012 - October 2017 · 5 yrs 2 mos
Ek Riley Investments, LLCBroker
April 2011 - June 2012 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - January 2011 · 0 mos
Wells Fargo Investments, LLCBroker
September 2001 - January 2011 · 9 yrs 4 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.