Dustin Unger
Dustin Unger is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Cincinnati, OH, with 20 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
6240 Glenway Ave, Cincinnati, OH, 45211
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Customer Dispute
March 2013Other Business Activities
Dustin is a joint owner of a farm since 2002, dedicating minimal time to farm upkeep. He is also a limited partner/investor in Simcap Holdings, which buys and manages apartment complexes, but has no day-to-day involvement.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
PNC InvestmentsBroker
PNC Investments
Natcity Investments, INC.
Natcity Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.
Exams
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