Dustin
Palmer
Craft&Sage Wealth
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About this Advisor
Dustin Palmer is a financial advisor based in Kansas City, Missouri, working with Craft&Sage Wealth. Dustin has previously held positions at Waddell & Reed Inc, Cambridge Investment Research Inc, Waddell & Reed, Lf Wealth Advisors, Mylo, LLC, Lockton Investment Advisors, LLC, Lockton Financial Advisors, LLC, Royal Alliance Associates, Inc, and Craft & Sage Wealth. Dustin has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Dustin is part of Craft&Sage Wealth, which operates out of Kansas City, Missouri. The firm has 2 offices and 11 employees. The firm manages assets totaling $251.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Craft&Sage Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Craft&Sage Wealth Brokerage Details
$250,960,505
11
1,439
$174,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dustin Palmer Work History
Craft & Sage Wealth
Royal Alliance Associates, Inc
Mylo, LLC
Lockton Investment Advisors, LLC
Lockton Financial Advisors, LLC
Lf Wealth Advisors
Waddell & Reed
Cambridge Investment Research Inc
Waddell & Reed Inc
Disclosures
Please visit the SEC profile of Dustin Palmer 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 Craft&Sage Wealth
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
Kansas City, MO
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