CFP®, ChFC®; Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
As the key point of contact for the team, Dustin works with the Roundtable team of specialists and advisors to create, monitor and adjust your comprehensive wealth management plan.
Before joining Wealth Enhancement Group, he created and implemented custom financial planning strategies at a Fortune 500 financial services company. Dustin has expertise in financial literacy initiatives and is an Adjunct professor at Minnesota State University, Mankato, where he teaches CFP® courses.
Dustin is also a 2015-2021 winner of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
The Dustin Smith Financial Advisory team serves clients nationwide and is located in our Plymouth, MN headquarters.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017, 2018, 2019, 2020 or 2021 FIVE STAR Wealth Managers.
Phone: 1-800-492-1222
Email: info@wealthenhancement.com
Corporate Address: 505 North Highway 169, Suite 900, Plymouth, MN
Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.
WEAS ADV Part 2A Including Form CRS WEAS Supplement to ADV Part 2A WEAS ADV PART 2A Appendix 1
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