Dustin L. Bench

ALTUS WEALTH GROUP

Colorado Springs, CO 80903

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CRD#: 4643563

Professional summary

Dustin Larry Bench, CFP®, who also goes by Dustin L Bench, is a registered financial advisor currently at ALTUS WEALTH GROUP, LLC located in Colorado Springs, Colorado and PURSHE KAPLAN STERLING INVESTMENTS located in Colorado Springs, Colorado.

Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Dustin has worked at 6 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dustin L Bench

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. ALTUS WEALTH GROUP, LLC. Investment Related. At Registered Location. RIA. IAR. 5/2017. 200. 130. Service Clients 2. Community Partnership Family Resource Center. Board Chair. Less that 5% of time during trading hours. 2. Peep Ventures, LLC. Investment Related Business. See Registered Branch Office Location. Commercial rental entity. Managing Partner. 03/11/2022. 1 hour per month; 0 during trading hours. Owning and operating buildings for the purpose of renting to commercial entities. 3. Bethemore Holdings, LLC; Managing Member, Investment Related; See Registered Branch Office Location; Holding Company; Owner; 04/2017; 0 hours/month 4. Bethemore Construction; Managing Member; Non investment related. Less than 5% of his time during trading hours. 5. Pikes Peak Kiwanis Foundation. Investment Related. PO Box 1844. Non-Profit. President. 6/2025. 0. 0. Will Preside over board Meetings. 6. SolidGround. Not Investment Related. 6825 Dauntless Ct Colorado Springs, CO 80919. Non-Profit. Board Member. 5/2025. 1. 0. Board member of a new non-profit exploring the housing needs of Colorado low-income families.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Larry Bench'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: 2009

Experience

Current

May 22, 2017 - Present

ALTUS WEALTH GROUP, LLC

Office #1: 423 South Cascade Avenue, Colorado Springs, CO 80903

RIA

CRD#: 287848

Colorado Springs, CO

Current

May 19, 2017 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 423 S. Cascade, Colorado Springs, CO 80903

CRD#: 35747

Colorado Springs, CO

Past

June 1, 2009 - May 22, 2017

MORGAN STANLEY

RIA

CRD#: 149777

COLORADO SPRINGS, CO

Past

June 1, 2009 - May 22, 2017

MORGAN STANLEY

CRD#: 149777

COLORADO SPRINGS, CO

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

COLORADO SPRINGS, CO

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

COLORADO SPRINGS, CO

Past

April 16, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

COLORADO SPRINGS, CO

Past

January 23, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

COLORADO SPRINGS, CO

Past

June 23, 2003 - December 15, 2003

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/8/2022)

Arizona
(5/19/2017)

California
(5/19/2017)

Colorado
(5/19/2017)

IAR

Colorado
(5/22/2017)

Delaware
(5/19/2017)

Florida
(5/19/2017)

Maryland
(9/26/2023)

Nevada
(11/15/2021)

New Mexico
(9/26/2023)

North Carolina
(11/15/2021)

Texas
(5/19/2017)

Utah
(11/8/2022)

Virginia
(9/26/2023)

Wyoming
(5/19/2017)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/19/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/29/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/27/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/21/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

423 South Cascade Avenue, Colorado Springs, CO 80903

Mailing Address

Phone number

(719) 900-1295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,323
AUM (Assets Under Management)	$ 572,624,043

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.

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Advisor Monitoring

Firm Stability Insights

Dustin L. Bench

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Larry Bench's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

ALTUS WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/19/2004

SIE

Date: 10/1/2018

Series 31

Date: 3/29/2004

Series 7

Date: 2/27/2004

Series 6

Date: 6/21/2003

FINRA

Current Firm

ALTUS WEALTH GROUP, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTUS WEALTH GROUP, LLC

TRUST BUT VERIFY

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