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Dustin Green

11 Years of Experience
Liberty, MO
BrokerSells Insurance

Dustin Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Liberty, MO, with 11 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1135 W. Kansas St, Liberty, MO, 64068

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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 the CEO/Financial Advisor for Spencer Financial Services Inc. and co-owner of Green Wealth Management LLC, spending full-time hours on each. Dustin also sells fixed insurance products and volunteers with the Fellowship of Christian Athletes, co-owns Green Building Management LLC, and works as a financial professional for Mont Wealth, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
October 2014 - March 2024 · 9 yrs 5 mos
State Registrations37 states
AKALARAZCACODCFLGAIAIDILINKSKYLAMDMIMNMONCNENHNMNVNYOHOKPASCTXUTVAVTWAWIWY
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 Green - Financial Advisor | TrueAdvisor