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 2015-2019 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.
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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 or 2019 FIVE STAR Wealth Managers.