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Dustin Hammond

Advisor at OSAIC — Aberdeen, WA

Updated today

Credentials

Series 66

Experience

7 years

Location

Aberdeen, WA 98520

OSAIC logo

OSAIC

Institution

Total advisors

7,820

Across 3,559 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Dustin Hammond is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Uline. In addition to his advisory role, he is involved in insurance sales and service for various carriers through Harbor Investment Advisors. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset classes on both discretionary and non-discretionary bases.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Aberdeen, WA

405 W Heron Street

Aberdeen WA 98520

Advisors at this office

2

Most active in

Washington

Work history

7 years of industry experience

OSAIC

2023 - Present • 3 years

Aberdeen, WA

Harbor Investment Advisors

2023 - Present • 3 years

Aberdeen, WA

Edward Jones

2019 - 2023 • 4 years

St Louis, MO

n/a

2019 - 2019 • 1 year

DuPont, WA

Uline

2018 - 2019 • 1 year

Lacey, WA

University Park and Place Apartments

2017 - 2017 • 1 year

Ellensburg, WA

Central Washington University

2013 - 2018 • 5 years

Ellensburg, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul G

Series 63, Series 66

Aberdeen, WA

Twin Harbors Wealth Management LLC

Paul Grabski is a financial advisor at Twin Harbors Wealth Management LLC with 32 years of industry experience. He has held positions at Twin Harbors since 2020 and previously worked at D.A. Davidson & Co. for 11 years. He holds Series 63 and Series 66 licenses. Twin Harbors Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, churches, corporations, and pension/profit-sharing plans. The firm uses a customized, asset-allocation approach with ETFs, mutual funds, and individual securities, operating as a fiduciary with both discretionary and non-discretionary authority, including ERISA 3(38) plan management and participant education.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Susan S

CFP®, Series 65

Aberdeen, WA

Schreiner Financial Solutions

Susan Schreiner is a CFP® and Series 65 registered advisor with three years of industry experience. She is the sole advisor at Schreiner Financial Solutions in Aberdeen, WA, where she has provided financial planning since 2023. Prior to this, she has experience working with H&R Block in tax preparation and education roles at Grays Harbor College and Pittsburg State University. Schreiner also offers seasonal tax preparation and audit representation services through her firm. Schreiner Financial Solutions provides fee-only, hourly financial planning and tax preparation services to individuals and small businesses. The firm emphasizes a passive, long-term investment approach with recommendations based on Modern Portfolio Theory, and combines financial planning with in-house tax services by an Enrolled Agent.

Cash flow / budgeting Business ownership considerations
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Garett F

Series 63, Series 65

Aberdeen, WA

Ashton Thomas Private Wealth

Garett Folkers is a financial advisor with Ashton Thomas Private Wealth, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Edward Jones for 22 years before joining Ashton Thomas, and he is also involved in a music entertainment business outside of his advisory role. Ashton Thomas Private Wealth offers investment advisory and wealth-management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model featuring discretionary portfolio management and access to third-party managers, with a range of investment strategies including mutual funds, ETFs, options, and selective cryptocurrency exposure.

Passive / index investing Options & derivatives strategies Retirement income strategy Founder/Business Owner Executive Financial Professional
user avatar

Hunter L

Series 63, Series 65

Aberdeen, WA

D.A. DAVIDSON & Co.

Hunter Larson is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has been with the firm since 2016. Larson is an investor in SHARPE FA, LLC, a non-investment-related entity based in Aberdeen, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Layne B

Series 66

Montesano, WA

OSAIC

Layne Bruner is a financial advisor with OSAIC based in Montesano, WA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Royal Alliance Associates, Edward Jones, and Harbor Investment Advisors. Outside of his advisory work, he is involved in insurance sales and service through a sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Brandon K

Series 66

Montesano, WA

Edward Jones

Brandon Klinger is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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