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Dustin Husarik

Advisor at Wells Fargo Advisors

Updated today

Location

Naperville, IL 60563

Credentials

Series 66

Industry experience

9 years

About

Dustin Husarik is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at multiple Wells Fargo entities since 2016, as well as roles at DeVry University and Illinois State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold and integrates advisory services with other financial product offerings.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

2056 Westings Avenue, Ste 540

Naperville, IL 60563

Most active in

Illinois · Indiana · Texas

Work history

Wells Fargo Advisors

2023 - Present (3 years)

Wells Fargo Clearing

2022 - 2023 (1 year)

DeVry University

2022 - 2022 (1 year)

Wells Fargo Clearing

2016 - 2022 (6 years)

WELLS FARGO Advisors, LLC

2016 - 2016 (1 year)

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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General retirement planning Elder care planning Sandwich Generation Gen X (Born 1965-1980)
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Active portfolio management Options & derivatives strategies Private / alternative investments
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General retirement planning Social Security optimization Tax-loss harvesting
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Michael L

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General retirement planning General tax planning Passive / index investing Real estate investing
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General retirement planning Cash flow / budgeting
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