DG
CFP
DG
CFP
Dustin Gersch is a CFP-designated registered investment advisor, based in Giddings, TX, with 18 years of industry experience.
Location
321 N Main Street, Giddings, TX, 78942
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2020Denied
Other Business ActivitiesSells Insurance
Dustin uses equity-indexed annuities for clients' retirement goals and is an insurance agent for Avantax, addressing clients' life insurance needs. He also manages Paleo Powder Seasonings LLC and works as an independent financial advisor under Avantax Wealth Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
April 2021 - September 2025 · 4 yrs 5 mos
Avantax Investment Services, INC.Broker
April 2021 - September 2025 · 4 yrs 5 mos
Avantax Advisory Services
April 2021 - April 2021 · 0 mos
Ameriprise Financial Services, LLC
September 2013 - April 2021 · 7 yrs 7 mos
Ameriprise Financial Services, LLCBroker
September 2013 - April 2021 · 7 yrs 7 mos
Edward Jones
August 2007 - September 2013 · 6 yrs 1 mo
Edward JonesBroker
August 2007 - September 2013 · 6 yrs 1 mo
State Registrations9 states
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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.