Dustin Blodgett (CRD# 5953002) is an Investment Advisor Representative working at Insight Capital Management in San Ramon, CA and has over 11 years of experience in the finance industry. Dustin Blodgett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group, LLC | San Ramon, CA | Mar 2023 - Current | 1 |
| Dustin Blodgett Insight Capital, Llc Dba Insight Capital Mgmt | San Ramon, CA | Jul 2021 - Current | 2 |
| Arkadios Capital | Atlanta, GA | Dec 2021 - Mar 2023 | 1 |
| Investment Architects, Inc. | Investment Architects, Inc., CA | Aug 2021 - Dec 2021 | < 1 |
| Insight Capital Management | San Ramon, CA | Sep 2019 - Jun 2021 | 1 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2019 - Sep 2019 | < 1 |
| True Wealth Advisory Group | Walnut Creek, CA | Jun 2018 - Sep 2019 | 1 |
| Cetera Advisor Networks | El Segundo, CA | Jun 2018 - Mar 2019 | < 1 |
| Alt Fund Distributors LLC | Littleton, CO | Dec 2017 - May 2018 | < 1 |
| Accuvest Global Advisors LLC | Walnut Creek, CA | Jul 2012 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
| S63 | Uniform Securities State Law Examination | Jan 2018 |
- CA
- TX
- WA
-
Total Assets Under Management282MILLIONS
-
Total Number of Accounts780ACCOUNTS
-
Average Account Value$361,026
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, WA
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