Dustin Mcdonald
Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Buck Wealth Strategies, LLCJul 2025 to now
- UnemployedMar 2024 to Jul 2025
- Cedrus LLCMar 2023 to Mar 2024
- Cambridge Investment Research Advisors, Inc.Aug 2021 to Mar 2023
- Cambridge Investment Research, Inc.Aug 2021 to Mar 2023
- Sigma Financial CorporationAug 2019 to Aug 2021
- SpcAug 2019 to Aug 2021
- Woodbury Financial Services IncDec 2017 to Aug 2019
- Parkland SecuritiesApr 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CO).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 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
- 5854078
- Firm CRD
- 322138