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Dustin Loyal Brumbaugh

Tschetter Group

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About Dustin Loyal Brumbaugh

Dustin Loyal Brumbaugh is a financial advisor with over 15 years of experience in the industry. Dustin has worked for several firms, including D.A. Davidson & Co., EK Riley Investments, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Dustin is currently registered as an investment advisor representative in Texas and Washington. Dustin is also a Chartered Financial Analyst (CFA). Dustin currently works at Tschetter Group, a firm that offers financial planning, pension consulting, and portfolio management services.

Firm Information

Dustin Brumbaugh is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dustin Brumbaugh’s Registration & Firm History

WA

05/01/2019 - Present

Tschetter Group (BELLEVUE WA)

WA

08/01/2012 - 10/08/2017

D.A. DAVIDSON & CO. (BELLEVUE WA)

WA

04/01/2011 - 06/29/2012

EK RILEY INVESTMENTS, LLC (SEATTLE WA)

WA

01/03/2011 - 01/24/2011

WELLS FARGO ADVISORS, LLC (SEATTLE WA)

WA

09/27/2001 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 10/01/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Loyal Brumbaugh.
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