Dustin Mitchell Dorhout
Investment adviser representative at Pgi Wealth Management
7 yearsExperience
2 statesRegistered in
$930.6MFirm assets
5 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
Experience
7 years in the industry.
- Pgi Wealth ManagementNov 2021 to now
- Wealthplan Investment ManagementJun 2021 to Oct 2021
- Wealthplan PartnersJul 2019 to Jun 2021
- Cls Investments, LLCJun 2018 to Jul 2019
- Spectrum Financial Services, Inc.Apr 2017 to Jun 2018
- Orion Advisor ServicesSep 2016 to Apr 2017
- Creighton UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, NE).
Pgi Wealth Management
Legal name: Philip James Wealth Management, LLC
$930.6MAssets managed
497Clients
7Advisers
5 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
- 6695802
- Firm CRD
- 297517