Dustin Matthew Green

Current Employers

Employment History

• 08/2014 → Present
  Spencer Financial Services, Inc.
  Liberty, MO
• 09/2014 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) (2)NAME OF OTHER BUSINESS: SPENCER FINANCIAL SERVICES INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AND FINANCIAL SERVICES; START DATE: 01/2015; POSITION/TITLE/RELATIONSHIP: CEO/FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES AND FIXED INSURANCE; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2018; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; (3) NAME OF OTHER BUSINESS: GREEN WEALTH MANAGEMENT LLC DBA SPENCER FINANCIAL SERVICES INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; POSITION/TITLE/RELATIONSHIP: CO-OWNER START DATE: 01/2020 ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES:FINANCIAL PLANNING, CONSULTING, ADVISING, ACCOUNT MANAGEMENT ; (4) NAME OF OTHER BUSINESS: FELLOWSHIP OF CHRISTIAN ATHLETES ; INVESTMENT RELATED: NO ADDRESS: 8701 LEEDS RD, KANSAS CITY, MO 64129 ; NATURE OF BUSINESS: VOLUNTEER GROUP ; START DATE: 04/2021 ; POSITION/TITLE/RELATIONSHIP: TASK FORCE MEMBER ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: PARTICIPATE IN IDENTIFYING CANDIDATES FOR POSITION AND PROVIDE FFEDBACK THROUGH INTERVIEWING PROCESS ; (5) NAME OF OTHER BUSINESS: GREEN BUILDING MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: COMMERCIAL BUILDING; START DATE: 8/2022; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PURCHASED BUILDING THAT OFFICE IS LOCATED IN AND TENANTS; (6) NAME OF OTHER BUSINESS: MONT WEALTH, INVESTMENT RELATED: YES, ADDRESS: 1755 TELSTAR DR, STE 300 COLORADO SPRINGS, CO 80920, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:01/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7) NAME OF OTHER BUSINESS: TOM PERNICE JR. CHARITIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED AGENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ACT AS NEEDED FOR OUR CLIENT TO STAY COMPLIANT WITH ANY STATE OF MISSOURI REQUIREMENTS;

Exams

• S66 Uniform Combined State Law Examination
  2014-10-23