Dustin Scott Dinges
Investment adviser representative at Forty North Wealth
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$350.6MFirm assets
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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
22 years in the industry.
- Forty North WealthAug 2019 to now
- Panoramic Investment AdvisorsAug 2019 to now
- Security Distributors, Inc.Nov 2004 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Forty North Wealth
Legal name: Panoramic Investment Advisors, LLC
$350.6MAssets managed
534Clients
11Advisers
8 yearsIn 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
- 2428681
- Firm CRD
- 290770