Dustin S. Dinges

PANORAMIC INVESTMENT ADVISORS

Glendale, CO 80246

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CRD#: 2428681

Professional summary

Dustin Scott Dinges, CFP®, who also goes by Dusty Dinges, is a registered financial advisor currently at PANORAMIC INVESTMENT ADVISORS located in Glendale, Colorado.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Dustin has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Dusty Dinges

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SE Denver Baseball League. Non-investment related. 2781 S. Locust St. Denver, Co 80222. Youth baseball organization. Board Member. Start date: January 2024. 10 hours per month outside of securities trading hours. 0 hours per month during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Scott Dinges's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

August 15, 2019 - Present

PANORAMIC INVESTMENT ADVISORS

Office #1: 650 South Cherry Street, Suite 840, Glendale, CO 80246

RIA

CRD#: 290770

Glendale, CO

Past

December 10, 2004 - September 20, 2019

SECURITY DISTRIBUTORS

CRD#: 3336

TOPEKA, KS

Past

August 24, 1999 - November 23, 2004

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

NEW YORK, NY

Past

August 24, 1999 - November 23, 2004

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

NEW YORK, NY

Past

June 24, 1999 - August 17, 1999

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

Past

October 14, 1995 - July 28, 1997

MESIROW FINANCIAL, INC.

CRD#: 2764

CHICAGO, IL

Past

November 29, 1993 - October 12, 1995

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770 / SEC#: 801-112146

RIA

Registered Investment Advisory firm - (12/8/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/15/2019)

IAR

Texas
(8/15/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/7/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/1994

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/26/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PANORAMIC INVESTMENT ADVISORS

CRD#: 290770 / SEC#: 801-112146

RIA

Registered Investment Advisory firm - (12/8/2017 Approved)

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Contact information

Main Address

650 South Cherry Street, Suite 840, Glendale, CO 80246

Mailing Address

Phone number

(303) 691-1808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 292,521,348

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Dustin S. Dinges

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Scott Dinges's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITY DISTRIBUTORS

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

KEYBANC CAPITAL MARKETS INC.

MESIROW FINANCIAL, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

PANORAMIC INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 12/7/1993

SIE

Date: 10/1/2018

Series 7

Date: 8/31/1994

Series 6

Date: 11/26/1993

Current Firm

PANORAMIC INVESTMENT ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PANORAMIC INVESTMENT ADVISORS

TRUST BUT VERIFY

Contact information

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