Dustin Michael Willing
Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
11 years in the industry.
- Kestra Advisory Services, LLCAug 2023 to now
- Kestra Investment Services, LLCAug 2023 to now
- Wealth CmtApr 2022 to May 2023
- The Vanguard Group, Inc.Nov 2020 to Apr 2022
- Equitable Advisors, LLCAug 2019 to Sep 2020
- AXA Advisors, LLCAug 2019 to Jun 2020
- UnemployedMay 2019 to Aug 2019
- Self-employedDec 2018 to Dec 2019
- Lincoln InvestmentJun 2018 to Aug 2018
- Bloomsburg UniversityAug 2015 to May 2019
- Woodlyn Crossing Homeowners AssociationMay 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 6965403
- Firm CRD
- 283330