Dustin Keith Ward

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2003 → Present
  American United Life
  St Louis, MO
• 09/2003 → 03/2017
  Oneamerica Securities
  St Louis, MO
• 03/2017 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2017 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  St. Louis, MO
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  St. Louis, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  St. Louis, MO

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  St. Louis, MO
• 2017-03-02 → 2019-03-01
  Questar Asset Management, Inc.
  St. Louis, MO
  Minneapolis, MN
• 2006-10-19 → 2017-03-07
  Oneamerica Securities, Inc.
  St Louis, MO
  St Louis, MO
  Maryland Heights, MO
  Maryland Heights, MO
  Chesterfield, MO

Other Businesses

1) EXECUTIVE WEALTH ADVISORS LLC POSITION: Managing Partner/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/02/2017 ADDRESS: 12935 N. Forty Dr. Suite 108, St. Louis MO 63141, United States DESCRIPTION: Sales of Fixed Annuities, Disability, Life and Long Term Care Insurance. 2) GATEWAY CAPITAL ADVISORS LLC POSITION: Managing Partner/Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2019 ADDRESS: 12935 N Forty Dr. Suite 210, St. Louis MO 63141, United States DESCRIPTION: Sales of Fixed Annuities, Disability, Life and Long Term Care Insurance. 3) THE DUSTIN K. WARD & BLAIR C. WARD REVOCABLE QUALIFIED SPOUSAL TRUST DATED 5/16/2016 POSITION: Trustee NATURE: Family Trust Account INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/16/2016 ADDRESS: 606 N. Taylor Ave, Kirkwood MO 63122, United States DESCRIPTION: Trustee duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-18
• S63 Uniform Securities Agent State Law Examination
  2003-10-22