Dustin Kennedy
Dustin Kennedy is a registered investment advisor at Greenleaf Financial Network, LLC, based in Springfield, MO, with 12 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 175 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenleaf Financial Network's advisors offer portfolio management services, charging a fee based on the total value of your investments. The exact fee is negotiated with each client, but the maximum annual fee is 2.20% of all assets. You can end the agreement within five business days for a full refund. After that, you can cancel at any time with written notice, and any unearned fees will be returned to you.
Location
1650 E. Battfield Rd., Suite 200, Springfield, MO, 65804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dustin is an adjunct professor at Columbia College since 2020, teaching an undergraduate marketing class one night per week. This takes about 10-20% of his time.
Employment History
Current Registrations
Greenleaf Financial Network, LLC
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Greenleaf Financial Network, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Greenleaf Financial Network, LLC
Waddell & Reed
Waddell & ReedBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Allstate Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.