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DM

Dustin S. Mcdonald

BUCK WEALTH STRATEGIES
Denver, CO 80237
Some features on this profile are disabled
CRD#: 5854078
DM

Professional summary

Dustin Shane Mcdonald, AIF®, who also goes by Dustin Shane Mcdonald, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Denver, Colorado.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Dustin has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dustin Shane Mcdonald

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) DUSTIN MCDONALD, 1164 S ACOMA ST UNIT 516, DENVER CO 80210, 01/2015, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 80 HR/MO - 20 HR/MO TRADING 2) MY BLUEPRINT FINANCIAL, LLC, 1164 S ACOMA ST UNIT 516, DENVER CO 80210, 01/2018, OWNER, CPA TRADE NAME FOR TAX FILING PURPOSES, NIR, 0 HR/MONTH 0 HR/MONTH TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Shane Mcdonald'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

July 8, 2025 - Present

BUCK WEALTH STRATEGIES, LLC

Office #1: 4600 S. Syracuse Street Suite 650, Denver, CO 80237
RIA
CRD#: 322138
Denver, CO
Past

April 3, 2023 - December 10, 2024

CEDRUS

RIA
CRD#: 312878
Denver, CO
Past

August 2, 2021 - March 28, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Denver, CO
Past

August 2, 2021 - March 28, 2023

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Denver, CO
Past

August 20, 2019 - August 2, 2021

SPC

RIA
CRD#: 110692
Lone Tree, CO
Past

August 20, 2019 - August 2, 2021

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
Lone Tree, CO
Past

December 5, 2017 - August 7, 2019

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
GREENWOOD VILLAGE, CO
Past

December 5, 2017 - August 7, 2019

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
GREENWOOD VILLAGE, CO
Past

April 29, 2015 - November 1, 2017

SPC

RIA
CRD#: 110692
Loveland, CO
Past

April 29, 2015 - November 1, 2017

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
Loveland, CO
Past

December 2, 2014 - March 5, 2015

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI

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".
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA
Registered Investment Advisory firm - (7/12/2022 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
(7/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/2/2014
General Securities Representative Examination

Current Firm

BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA
Registered Investment Advisory firm - (7/12/2022 Approved)
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Contact information

Main Address
4600 S. Syracuse Street Suite 650, Denver, CO 80237
Mailing Address
Phone number
(888) 210-6567
Established
Firm type
Fiscal year end
# of Employees
66

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts3,982
AUM (Assets Under Management)$ 565,377,646

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/03/2024
Cover Page
Report
01/26/2024
Cover Page
Report

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.

Company Information

BUCK WEALTH STRATEGIES, LLC

CRD#: 322138Denver, CO 80237

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