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Dustin Charles Newton

Investment adviser representative at Ascent Financial Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$100.8MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Ascent Financial Group LLCMar 2020 to now
  2. LPL Financial, LLCJul 2018 to Dec 2023
  3. Cetera Advisors LLCDec 2017 to Jul 2018
  4. S&p Global Market IntelligenceJun 2016 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (NY, VA).

Ascent Financial Group

Legal name: Ascent Financial Group LLC

$100.8MAssets managed
128Clients
3Advisers
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
5338523
Firm CRD
325706
Advisor's SEC record (opens in a new tab)
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