Dustin Soulek, financial advisor Oneida WI
93 score

Dustin Soulek

CRD Number: 5899463
Current Firm: Woodbury Financial Services, Inc.

Dustin Soulek (CRD# 5899463) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Oneida, WI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. Oneida, WI Oct 2017 - Current < 1
Green Bay Packaging Green Bay, WI Jun 2017 - Current 1
Costco Wholesale Green Bay, WI Sep 2013 - Current 4
Kas Investment Sedrvices Inc. Green Bay, WI Mar 2001 - Current 17
Sii Investments/ Kas Investment Services Inc. Green Bay, WI Mar 2001 - Oct 2017 16
Oval Office Green Bay, WI Jun 2008 - Jan 2009 < 1
Global Optics Green Bay, WI Jan 2008 - Jan 2009 1
Gdc Properties Green Bay, WI Dec 2007 - Jan 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Dustin S. Soulek
Phone Number: 800-800-2638
Firm Website: http://www.bowmanfs.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    17,398
    ACCOUNTS
  • Average Account Value
    $186,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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