Dustin R. Insley

MISSION FINANCIAL GROUP

CADILLAC, MI 49601

Some features on this profile are disabled

CRD#: 6609589

Professional summary

Dustin Robert Insley is a registered financial advisor currently at MISSION FINANCIAL GROUP, LLC located in Cadillac, Michigan and INDEPENDENT FINANCIAL GROUP, LLC located in Cadillac, Michigan.

Dustin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Dustin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Robert Insley'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®

None

Experience

Current

May 13, 2026 - Present

MISSION FINANCIAL GROUP, LLC

Office #1: 110 N Mitchell St Suite A, Cadillac, MI 49601

RIA

CRD#: 311876

CADILLAC, MI

Current

May 5, 2026 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 110 N. Mitchell St. Suite A, Cadillac, MI 49601

RIA

CRD#: 7717

Cadillac, MI

Past

April 15, 2025 - April 22, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Traverse City, MI

Past

April 15, 2025 - April 22, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Traverse City, MI

Past

April 2, 2024 - April 15, 2025

SPC

RIA

CRD#: 110692

Cadillac, MI

Past

April 2, 2024 - April 15, 2025

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

July 14, 2023 - April 16, 2024

EDWARD JONES

CRD#: 250

ELK RAPIDS, MI

Past

June 22, 2023 - April 16, 2024

EDWARD JONES

RIA

CRD#: 250

ELK RAPIDS, MI

Past

July 15, 2016 - January 24, 2022

EDWARD JONES

RIA

CRD#: 250

PUKALANI, HI

Past

March 29, 2016 - January 24, 2022

EDWARD JONES

CRD#: 250

PUKALANI, HI

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".

MISSION FINANCIAL GROUP, LLC

CRD#: 311876 / SEC#: 801-120042

RIA

Registered Investment Advisory firm - (1/4/2021 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

California
(5/5/2026)

Hawaii
(5/6/2026)

Idaho
(5/5/2026)

Michigan
(5/5/2026)

IAR

Michigan
(5/13/2026)

Texas
(5/5/2026)

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: 4/19/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/29/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

MISSION FINANCIAL GROUP, LLC

CRD#: 311876 / SEC#: 801-120042

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

732 S. 6th St. #4119, Las Vegas, NV 89101

Mailing Address

Phone number

(808) 445-9965

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (8/5/2025)

WRAP BROCHURE (7/14/2025)

Regulatory assets under management

Total Number of Accounts	897
AUM (Assets Under Management)	$ 232,821,170

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.

Similar Advisors

Robert Boland

RBC CAPITAL MARKETS, LLC

IAR

Malvern, PA

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Simeon Snow

AUSDAL FINANCIAL PARTNERS, INC.

Paragould, AR

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dustin R. Insley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Robert Insley's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SPC

SIGMA FINANCIAL CORPORATION

EDWARD JONES

EDWARD JONES

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MISSION FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/19/2016

SIE

Date: 10/1/2018

Series 7

Date: 3/29/2016

FINRA

Current Firm

MISSION FINANCIAL GROUP, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MISSION FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Similar Advisors