Dustin Barker is a registered investment advisor at Osaic Institutions, INC., based in Basehor, KS, with 19 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning. Their firm serves 7,211 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for customized advisory services are based on the value of your portfolio and are negotiable. The maximum advisory fee is 2.50%. You may pay monthly or quarterly account fees, either in advance or after the service is provided. These fees are directly deducted from your account. If you invest in mutual funds or ETFs, you'll pay advisory fees to both the fund manager and Osaic Institutions. If the custom advisory services apply to annuities for which the advisor receives trail compensation, such trail fees generally will be used to offset the advisory fee.
Location
15330 Wolf Creek Parkway, Suite 100, Basehor, KS, 66007
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Regulatory History
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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Dustin works at First State Bank and Trust, focusing on business development, product development, investment research and analysis, trust account administration, and operational oversight within the trust department. This role, which is not securities related, takes nearly full-time hours.
Employment History
Current Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Prairie Capital Management, LLC
Umb Financial Services, INC.Broker
Prairie Capital Management LLC
Prairie Capital Management INC
George K. Baum & CompanyBroker
State Registrations3 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.