DR
DR

Dustin Michael Rudolph

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,181 clients
Average Client Portfolio
$325K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

2042 Wooddale Dr, Ste 250, Woodbury, MN, 55125

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Dustin is the owner of Legacy Ascent Wealth, an insurance business, since April 2025. He dedicates nearly full-time hours to this, including a significant portion during securities trading hours, selling annuities, life insurance, and long-term care insurance.

Employment History
Current Registrations
Impact Partnership Wealth, LLC
May 2025 - Present · 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2024 - April 2025 · 5 mos
Allianz Life Financial Services, LLCBroker
June 2015 - June 2023 · 8 yrs
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.