Dustin Wayne Kennedy
Investment adviser representative at Greenleaf Financial Network, LLC
30 yearsExperience
1 stateRegistered in
$123.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Greenleaf Financial Network, LLCApr 2020 to now
- Gls Insurance Group, LLCNov 2017 to now
- TD AmeritradeJan 2020 to Apr 2020
- Greenleaf Financial Network, LLCMay 2018 to Jan 2020
- MML Investors Services, LLCSep 2017 to May 2018
- Mass MutualJul 2017 to May 2018
- Greenleaf Finanical Network, LLCJun 2017 to Aug 2017
- Various Insurance Carriers for W&r Insurance AgenciesFeb 2015 to Jun 2017
- Waddell & Reed, IncFeb 2015 to Jun 2017
- National GuardJan 1990 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Greenleaf Financial Network, LLC
$123.7MAssets managed
189Clients
12Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2199030
- Firm CRD
- 284165