Dustin Mounce (CRD# 6709864) is an Investment Advisor Representative working at Rpg Family Wealth Advisory, LLC in Wentzville, MO and has 1 year of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6463221
Cetera Investment Advisers LLC
CRD# 3168400
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rpg Family Wealth Advisory, LLC | Wentzville, MO | Feb 2024 - Current | < 1 |
| Warren & Mounce Agency | Pleasant Hill, MO | Jul 2021 - Current | 2 |
| Magellan Midstream Partners | Kansas City, KS | Apr 2019 - Apr 2021 | 2 |
| Pleasant Hill R-iii School District | Pleasant Hill, MO | Aug 2015 - Apr 2019 | 3 |
| Pfs Investments Inc. | Overland Park, KS | Mar 2017 - Sep 2017 | < 1 |
| Primerica Financial Services | Overland Park, KS | Jun 2016 - Sep 2017 | 1 |
| Archie R-v | Archie, MO | Aug 2014 - Jul 2015 | < 1 |
| Archie R-viii School District | Archie, MO | Aug 2014 - Jul 2015 | < 1 |
| Harrah's Casino | Kansas City, MO | Apr 2010 - Jul 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- MO
-
Total Assets Under Management492MILLIONS
-
Total Number of Accounts533ACCOUNTS
-
Average Account Value$923,565
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, LA, MA, MD, ME, MI, MO, NE, NH, NY, OK, TN, TX, UT, VT
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