Dustin Ward
Dustin Ward is a registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 22 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
12935 North Forty Drive, Suite 210, St. Louis, MO, 63141
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Regulatory History (2)
Customer Dispute
October 2021Customer Dispute
October 2021Other Business ActivitiesSells Insurance
Dustin is a managing partner and insurance agent at Executive Wealth Advisors LLC and Gateway Capital Advisors LLC, selling fixed annuities, disability, life, and long-term care insurance, dedicating a few hours per week to each. Dustin also serves as a trustee for The Dustin K. Ward & Blair C. Ward Revocable Qualified Spousal Trust, spending minimal time on trustee duties.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
State Registrations23 states
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.