Invested Better
Unclaimed

Unclaimed

Unclaimed

Dustin Matthew Klass

THE Leaders Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dustin? Claim Your Profile

About Dustin Matthew Klass

Dustin Matthew Klass is a financial advisor with The Leaders Group, Inc. in LITTLETON, CO. Dustin has been in the financial industry since 2013 and has experience working for several firms including P.J. ROBB VARIABLE, LLC, Lincoln Financial Securities Corporation, and MML INVESTORS SERVICES, INC. Dustin is registered with the state of California, Idaho, and Nevada.

Firm Information

Dustin Klass is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dustin Klass’s Registration & Firm History

CO

05/17/2023 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TN

06/29/2019 - 05/15/2023

P.J. ROBB VARIABLE, LLC (MEMPHIS TN)

CA

04/11/2011 - 02/27/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (PLEASANTON CA)

CA

05/22/2006 - 11/01/2010

LINCOLN FINANCIAL SECURITIES CORPORATION (PLEASANTON CA)

MA

11/29/2005 - 03/02/2006

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

Not sure if Dustin Matthew Klass is right for you?

Licenses & Designations

BC

Issued 06/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/10/2019

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dustin Matthew Klass. Review regulatory record here.
Not sure if Dustin Matthew Klass is right for you?