Dustin Kyle Schick
Investment adviser representative at Evergreen Private Wealth
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$264.7MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Evergreen Private Wealth LLCJan 2023 to now
- Independent Financial PartnersJul 2020 to Jul 2023
- Fidelity Brokerage Services LLCJan 2018 to Jul 2020
- Independent (self-employed)Apr 2017 to Jan 2018
- Air Methods CorporationAug 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 4 states (AZ, CO, TX, UT).
Evergreen Private Wealth
Legal name: Evergreen Private Wealth LLC
$264.7MAssets managed
170Clients
4Advisers
3 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
- 5191424
- Firm CRD
- 324777