Financial Advisor Dustin Shafer

Dustin Shafer

The wealth coach you want for the peace of mind you deserve

Independent Financial Advisor

About Dustin



My Profile

Introduction

As your Personal Wealth Coach, I am your partner in managing your holistic financial picture. Aside from mere investment advice, I focus on solutions that are custom tailored to YOU and your specific needs.

History

Dustin has been assisting individual and business investors since 2000. Before becoming a financial advisor, he graduated from Montana State University with a bachelor’s in business finance. While attending school, Dustin worked as an intern for a major global financial service company. Upon graduating, he joined another national financial institution where he became proficient in the business.

During this time, Dustin learned that it was important to put the needs of the client first. He says in his own words, “Becoming a financial advisor has been the best career choice for me. I have been able to meet and assist people with their goals and aspirations. As I work with my clients on retirement planning, wealth management, investing or any other financial need, I find that when focused on their goals; they become more successful, which in turn results in my success.”

In 2008, Dustin launched Shafer Financial Group, an independent agency through Money Concepts Capital Corp., which is dedicated to the goal of providing clients a wide array of financial resources used to help build, maintain and transfer personal wealth. The transition to Money Concepts has allowed him to provide more products and services to his clients.

Licenses Held

Dustin holds the following licenses:

  • Series 7 - Full Registration/General Securities Representative MT WI IL
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66
  • Variable Life & Variable Annuities licensed in the states of Illinois

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Dustin Shafer is an independent contractor of Money Concepts

note: Shafer Financial Group, Inc. is an independent firm and not affiliated with Money Concepts

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