Dustin
West

Rfg Advisory, LLC

CRD#6444050
Investment Advisor
in Colorado Springs, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dustin West is a financial advisor based in Colorado Springs, Colorado, working with Rfg Advisory, LLC. Dustin has previously held positions at Accelerated Wealth, LLC, Accelerated Wealth Advisors LLC, and Rfg Advisory, LLC Dba Confidence Financial Partners. Dustin has passed the Series 65 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Dustin is part of Rfg Advisory, LLC, which operates out of Colorado Springs, Colorado. The firm has 46 offices and 195 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Rfg Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

555 Middle Creek Pkwy
Colorado Springs, CO 80921

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Rfg Advisory, LLC Brokerage Details

Total Assets Under Management

$3,859,253,984

CO Average: $1,620,585,161
Total Number of Employees

195

CO Average: 52
Total Number of Accounts

17,871

CO Average: 1,560
Average Account Size

$215,951

CO Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dustin West Work History

2024 - Present (0 year)

Rfg Advisory, LLC Dba Confidence Financial Partners

2015 - Present (9 years)

Accelerated Wealth Advisors LLC

2012 - Present (12 years)

Accelerated Wealth, LLC

Disclosures

Please visit the SEC profile of Dustin West 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 Rfg Advisory, LLC

Counce Drinkard
Birmingham, AL
Casey Marshall
Birmingham, AL
Brittani Schaefer
Saint Louis, MO
Zachary Wicker
Birmingham, AL
Sean Cawley
Brentwood, TN
Gibson Bosworth
Birmingham, AL
John Gallia
Saint Louis, MO
Chandler Dutram
Saint Petersburg, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started