DB
CFP
DB
CFP

Dustin Larry Bench

22 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K
Loading...

Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

Get directions

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.

Learn about disclosures →
Other Business Activities

Dustin is an investment advisor representative (IAR) with Altus Wealth Group, LLC, dedicating nearly full-time to serving clients. He also manages several investment-related and non-investment related entities, including commercial rental properties and non-profit organizations, taking minimal time overall.

Employment History
Current Registrations
Altus Wealth Group, LLC
May 2017 - Present · 8 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2017 · 7 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2017 · 7 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2004 - April 2007 · 3 yrs
Morgan Stanley Dw INC.Broker
January 2004 - April 2007 · 3 yrs 3 mos
PFS Investments INC.Broker
June 2003 - December 2003 · 6 mos
State Registrations14 states
ALAZCACODEFLMDNCNMNVTXUTVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dustin Larry Bench - Financial Advisor | TrueAdvisor