John B Balmer
Investment adviser representative at Dst Wealth Management LLC
12 yearsExperience
2 statesRegistered in
$532.1MFirm assets
6 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Kingswood Capital Partners, LLCMay 2023 to now
- Dst Wealth Management LLCSep 2019 to now
- Clearsight Wealth Management, Inc.Aug 2014 to now
- Benchmark Investments, IncFeb 2020 to May 2023
- Centaurus Financial Inc.Jul 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Dst Wealth Management LLC
$532.1MAssets managed
197Clients
5Advisers
6 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
- 4569902
- Firm CRD
- 302110