Unclaimed
Dustin Mundorf is an investment advisor representative with Brookstone Capital Management LLC, a firm with over $1 billion in assets under management. Dustin is a licensed investment advisor in the state of Texas and has been in the industry since 2001. Dustin has experience working for Planmember Securities Corporation and PFS Investments Inc. Dustin Mundorf is a member of the Financial Industry Regulatory Authority (FINRA). Dustin Mundorf, Inc. is a separate business entity that focuses on insurance sales.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
06/06/2016 - Present
Brookstone Capital Management LLC (WHEATON IL)
KS
02/13/2003 - 02/05/2008
PLANMEMBER SECURITIES CORPORATION (WICHITA KS)
GA
10/03/2001 - 01/04/2002
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 05/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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