Dustin Rippetoe LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management through a third‑party platform (AdvisorEngine Portfolio Solutions) and uses third‑party money managers to implement model portfolios. It also offers comprehensive financial planning and consulting and provides ERISA plan services to sponsors, business owners, and corporate clients.
The firm’s investment work is implemented through model strategies managed by third‑party managers and AEPS; the firm has discretion to select and monitor those models but does not select individual securities within the models and conducts quarterly reviews and updates to plans as needed. For retirement plans it acts as a limited‑scope ERISA 3(21) fiduciary—helping develop investment policy statements, monitor plan options and provide participant education—while excluding certain asset types (for example, employer securities, non‑public partnerships, and participant loans) from its services.
Distinctive features include substantial affiliated insurance activities: one principal devotes roughly 70% of their time to licensed insurance sales and another principal also sells insurance and provides leadership coaching, with related commission compensation disclosed and mitigations described in the brochure. The firm also emphasizes pension consulting (ERISA 3(21) services), currently has no assets under management, relies on third‑party managers for portfolio implementation, and does not vote client proxies (clients receive proxy materials directly).
Client services
Expertise
Occupation focus
Fee options
Financial planning fees up to $5,000 based on complexity and client needs
Account minimum: $3,500 per year minimum fee Minimum fee: $3,500 per year minimum fee for asset management services
Main office
3825 NW 166th Street, Suite C3 F
Edmond OK 73012
Advisors at this office
1
Most active in
Oklahoma
Also doing business as
Dustin Rippetoe LLC · Forgemark Private Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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