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Dustin Schofield

20 Years of Experience
St George, UT
Broker

Dustin Schofield is a registered investment advisor at Wells Fargo Advisors, based in St George, UT, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1079 E. Riverside Dr., Suite 102, St George, UT, 84790

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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.

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Other Business Activities

Dustin has ownership stakes in several investment-related LLCs, including TSG Properties LLC, SGU Holdings LLC, Mountain Fever LLC, Schofield Wealth Management LLC, Schofield Capital LLC, and Country Lane Commons LLC. He dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2012 - Present · 14 yrs
Wells Fargo Advisors
July 2012 - Present · 14 yrs
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2012 · 3 yrs 2 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
January 2006 - April 2007 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
January 2006 - April 2007 · 1 yr 3 mos
State Registrations14 states
ALAZCACOFLIDKSNCNVOHORSCTXUT
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.
Dustin Schofield - Financial Advisor | TrueAdvisor