Dustin
Schick

Evergreen Private Wealth

CRD#5191424
Investment Advisor
in Englewood, CO

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About this Advisor

Dustin Schick is a financial advisor based in Englewood, Colorado, working with Evergreen Private Wealth. Dustin has previously held positions at Independent (Self-Employed), Fidelity Brokerage Services LLC, Air Methods Corporation, Independent Financial Partners, and Evergreen Private Wealth LLC. Dustin has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Colorado, Texas, and Utah. Currently, Dustin is part of Evergreen Private Wealth, which operates out of Englewood, Colorado. The firm has one office and three employees. The firm manages assets totaling $195.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Evergreen Private Wealth includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

7400 E Orchard Rd Ste 2500N
Englewood, CO 80111

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Evergreen Private Wealth Brokerage Details

Total Assets Under Management

$195,129,187

CO Average: $2,349,664,866
Total Number of Employees

3

CO Average: 28
Total Number of Accounts

514

CO Average: 1,101
Average Account Size

$379,629

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Dustin Schick Work History

2023 - Present (2 years)

Evergreen Private Wealth LLC

2019 - 2023 (4 years)

Independent Financial Partners

2018 - 2020 (2 years)

Fidelity Brokerage Services LLC

2017 - 2018 (1 year)

Independent (Self-Employed)

2012 - 2017 (5 years)

Air Methods Corporation

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Disclosures

Please visit the SEC profile of Dustin Schick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Evergreen Private Wealth

Steven Bowes
Englewood, CO
Dustin Schick
Englewood, CO
Scott Preston
Englewood, CO

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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