DM
CFP
DM
CFP
Dustin Millard
22 Years of Experience
Castle Rock, CO
1 DisclosureBrokerSells Insurance
Dustin Millard is a CFP-designated registered investment advisor, based in Castle Rock, CO, with 22 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
509 Wilcox St, Ste 202, Castle Rock, CO, 80104
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2011Settled
Other Business ActivitiesSells Insurance
Dustin sells fixed insurance products and is a co-owner of VM Wealth Partners, LLC, and owner of ZRS Corp, both established to facilitate securities, advisory, and insurance business. Each of these activities takes minimal time.
Employment History
Current Registrations
Oakwood Capital Securities, INC.
July 2026 - Present · 3 mos
Oakwood Capital Securities, INC.Broker
July 2026 - Present · 3 mos
Alongside, LLC
July 2026 - Present · 3 mos
Previous Registrations
Commonwealth Financial Network
November 2022 - July 2026 · 3 yrs 8 mos
Commonwealth Financial NetworkBroker
November 2022 - July 2026 · 3 yrs 8 mos
Schwab Wealth Advisory, INC.
September 2012 - December 2022 · 10 yrs 3 mos
Charles Schwab & CO., INC.Broker
September 2012 - December 2022 · 10 yrs 3 mos
TD Ameritrade, INC.Broker
September 2010 - August 2012 · 1 yr 11 mos
TD Ameritrade, INC.
August 2010 - August 2012 · 2 yrs
Amerivest Investment Management, LLC
August 2010 - August 2012 · 2 yrs
Strategic Advisers, INC.
June 2007 - August 2010 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
June 2005 - August 2010 · 5 yrs 2 mos
Fidelity Investments Institutional Services Company, INC.Broker
February 2004 - June 2005 · 1 yr 4 mos
State Registrations7 states
CACOGANJTXVAWY
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.
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