Dustin Lynn Palmer
Investment adviser representative at Craft & Sage Wealth
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$306.8MFirm 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
Experience
12 years in the industry.
- Craft & Sage WealthJun 2023 to now
- Royal Alliance Associates, Inc.Oct 2020 to Jun 2023
- Lockton Financial Advisors, LLCJan 2019 to Aug 2020
- Lockton Investment Advisors, LLCJan 2019 to Aug 2020
- Mylo, LLCJan 2019 to Aug 2020
- Lf Wealth AdvisorsMay 2018 to Nov 2018
- Waddell & ReedOct 2017 to May 2018
- Cambridge Investment Research IncOct 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
Craft & Sage Wealth
Legal name: Craft & Sage Wealth, LLC
$306.8MAssets managed
531Clients
8Advisers
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
- 5314495
- Firm CRD
- 323565