Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Kennedy is an investment advisor representative at Greenleaf Financial Network, LLC. Dustin has over 10 years of experience in the financial services industry, specializing in portfolio management, financial planning, and pension consulting. Dustin is licensed to provide investment advisory services in Missouri. Dustin holds the Series 6, 7, 24, 63 and 65 licenses. Dustin is also a licensed insurance agent.
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.
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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MO
05/01/2020 - Present
Greenleaf Financial Network, LLC (Springfield MO)
MO
01/16/2020 - 04/28/2020
TD AMERITRADE, INC. (SPRINGFIELD MO)
MO
09/01/2017 - 06/01/2018
MML INVESTORS SERVICES, LLC (Springfield MO)
MO
02/26/2015 - 06/20/2017
WADDELL & REED (SPRINGFIELD MO)
MO
05/14/2014 - 03/02/2015
MONEY CONCEPTS CAPITAL CORP (Springfield MO)
MO
12/10/2013 - 05/12/2014
ALLSTATE FINANCIAL SERVICES, LLC (SPRINGFIELD MO)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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