Dustin Kennedy (CRD# 2199030) is an Investment Advisor Representative working at Greenleaf Financial Network, LLC in Springfield, MO and has over 10 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenleaf Financial Network, LLC | Springfield, MO | Apr 2020 - Current | 4 |
| Gls Insurance Group, LLC | Springfield, MO | Nov 2017 - Current | 6 |
| Td Ameritrade | Springfield, MO | Jan 2020 - Apr 2020 | < 1 |
| Greenleaf Financial Network, LLC | Springfield, MO | May 2018 - Jan 2020 | 1 |
| Mml Investors Services, LLC | Springfield, MO | Sep 2017 - May 2018 | < 1 |
| Mass Mutual | Springfield, MO | Jul 2017 - May 2018 | < 1 |
| Greenleaf Finanical Network, LLC | Springfield, MO | Jun 2017 - Aug 2017 | < 1 |
| National Guard | Jefferson City, MO | Jan 1990 - Aug 2017 | 27 |
| Waddell & Reed, Inc. | Columbia, MO | Feb 2015 - Jun 2017 | 2 |
| Various Insurance Carriers For W&r Insurance Agencies | Springfield, MO | Feb 2015 - Jun 2017 | 2 |
| Allstate Financial Services LLC | Springfield, MO | Nov 2013 - May 2015 | 1 |
| Forest Institute | Springfield, MO | Sep 2014 - Mar 2015 | < 1 |
| Money Concepts Capital Corp | Springfield, MO | May 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- MO
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts290ACCOUNTS
-
Average Account Value$294,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
KS, MD, MO, NJ, PA, TX, VA
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