Dustin Mikeal Vincent
Investment adviser representative at Parkwoods Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 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
10 years in the industry.
- Parkwoods Wealth Partners, LLCMay 2026 to now
- Brady WareSep 2019 to Apr 2026
- Focal Point Business CoachingJun 2019 to Sep 2019
- Greenville UniversitySep 2016 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Parkwoods Wealth Partners, LLC
$1.8BAssets managed
1,395Clients
31Advisers
2 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
- 8304603
- Firm CRD
- 331565