DE
CFP
DE
CFP

Dustin Elo

19 Years of Experience
Frisco, TX
Broker

Dustin Elo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 19 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

17 Cowboys Way Ste 500, Frisco, TX, 75034

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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 is the treasurer for Brockdale HOA and Allen Indian Guides and Princesses. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
July 2008 - January 2011 · 2 yrs 6 mos
Wells Fargo Investments, LLCBroker
July 2008 - January 2011 · 2 yrs 6 mos
Wachovia Securities, LLC
February 2007 - June 2008 · 1 yr 4 mos
Wachovia Securities, LLCBroker
November 2006 - June 2008 · 1 yr 7 mos
State Registrations17 states
AZCACOCTFLGAKSMDMOMSNCNVOKSCTNTXWA
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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