Best Investors Account Sign in
Inactive

Dustin Fadenrecht

Veridan Wealth

West Linn, OR

CRD 6463834

Claim This Profile
Employer firm

Veridan Wealth CRD 329666

$667M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Veridan Wealth

1742 Willamette Falls Dr, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-06-03
  • OR RA
    APPROVED
    Since 2024-06-03

Branch Locations

1742 Willamette Falls Dr, West Linn, OR 97068 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc West Linn OR 05/2022 05/2024
Key Bank Oregon City OR 04/2016 07/2017
Key Bank King City OR 07/2017 05/2022
Veridan Wealth Llc West Linn OR 05/2024 Present
  • 05/2022 → 05/2024
    Ameriprise Financial Services, Llc
    West Linn, OR
  • 04/2016 → 07/2017
    Key Bank
    Oregon City, OR
  • 07/2017 → 05/2022
    Key Bank
    King City, OR
  • 05/2024 → Present
    Veridan Wealth Llc
    West Linn, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-23
S63 Uniform Securities Agent State Law Examination 2015-06-11
  • S66 Uniform Combined State Law Examination
    2022-08-23
  • S63 Uniform Securities Agent State Law Examination
    2015-06-11
Other Names
  • Dustin James Fadenrecht
  • Dustin J Boyd

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
PACIFIC COAST INVESTMENT ADVISORS, LLC
ETESIAN WEALTH ADVISORS, INC.

Nearby Investors

SCOTT MATTHEW MCDONALD
RYAN JOSEPH MURPHY
Benjamin W Wright

Nearby Offices

LPL FINANCIAL LLC · WEST LINN, OR
PACIFIC COAST INVESTMENT ADVISORS, LLC · WEST LINN, OR
ETESIAN WEALTH ADVISORS, INC. · West Linn, OR

More in West Linn, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor