DR
CFP
DR
CFP

Dustin Michael Rue

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
2,132 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:None
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Location

805 SW Broadway, Suite 2400, Portland, OR, 97205

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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 ActivitiesSells Insurance

Dustin is an affiliated insurance producer for Empirical Insurance, LLC, providing insurance planning services since April 2022. He dedicates minimal time to this activity.

Employment History
Current Registrations
Empirical Wealth Management
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
E*trade Capital Management, LLC
February 2016 - April 2022 · 6 yrs 2 mos
E*trade Securities LLCBroker
January 2016 - April 2022 · 6 yrs 3 mos
Amerivest Investment Management, LLC
May 2013 - January 2016 · 2 yrs 8 mos
TD Ameritrade, INC.Broker
May 2013 - January 2016 · 2 yrs 8 mos
TD Ameritrade, INC.
May 2013 - January 2016 · 2 yrs 8 mos
J.P. Morgan Securities LLC
October 2012 - April 2013 · 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2013 · 6 mos
Chase Investment Services CORP.Broker
January 2012 - October 2012 · 9 mos
Chase Investment Services CORP.
January 2012 - October 2012 · 9 mos
AXA Advisors, LLCBroker
March 2011 - January 2012 · 10 mos
AXA Advisors, LLC
March 2011 - January 2012 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2009 - February 2011 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2009 - February 2011 · 1 yr 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. IncorporatedBroker
September 2008 - June 2009 · 9 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.