Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Burkhart is a Certified Financial Planner® and an Investment Advisor Representative with Summit Wealth and Retirement Partners. Dustin has been working in the financial industry since 2019 and has experience in wealth management and financial planning. Dustin holds a Series 65 license and is registered to provide investment advisory services in California, Idaho, Ohio, and Texas. Dustin is committed to helping individuals and families achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
11/03/2022 - Present
Summit Wealth AND Retirement Partners (SAN RAMON CA)
IA
Issued 04/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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