Dustin
Galvan
Smart Wealth, LLC
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About this Advisor
Dustin Galvan is a financial advisor who works out of Omaha, Nebraska with a total of 1 year of relevant experience. Galvan currently works for Smart Wealth, LLC. Throughout their career, Galvan has worked at Td Ameritrade, First National Bank Of Omaha, Premier Electric, United States Marines Corps, Edward Jones and Smart Wealth. Galvan has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in Arizona, Florida, Iowa, Nebraska and Texas. Smart Wealth, LLC is a firm based out of Omaha, NE. It controls $211 million in assets among its 2,099 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 2,099 accounts, 44% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules usually are based on which services are offered. However, fees billed by Smart Wealth, LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Smart Wealth, LLC Brokerage Details
$211,215,365
35
2,099
$100,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Dustin Galvan Work History
Dustin has been registered as a financial advisor for 1 years.*
Smart Wealth
Edward Jones
Td Ameritrade
First National Bank Of Omaha
Premier Electric
United States Marines Corps
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dustin Galvan 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 Smart Wealth, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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