Dustin Scott Soulek
Investment adviser representative at Osaic Wealth, Inc.
25 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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 assetsHourlyFixed 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
25 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Kas Investment Services IncMar 2001 to now
- Woodbury Financial Services IncOct 2017 to Jan 2024
- Green Bay PackagingJun 2017 to Nov 2021
- Costco WholesaleSep 2013 to Feb 2025
- Sii Investments/ Kas Investment Services IncMar 2001 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 5899463
- Firm CRD
- 23131