portrait of Dustin Dake

About Dustin

I am a financial advisor and CERTIFIED FINANCIAL PLANNER® professional who is passionate about helping you prepare for the future and leave a legacy that reflects your values and love for your family. Raised by a single mother who is an accountant and a grandfather who was a financial advisor, I learned about the value of financial wellness from an early age.

After graduating from Carmel High School in 2003, I earned a degree from Indiana University in 2007. That same year, I began my career as a financial advisor, helping people make informed decisions about their finances.

In 2008, I...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Work History

  • Edward JonesOctober 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Indiana Univ BloomingtonBachelor of Science

Personal Interests

  • Electronics
  • Technology
  • Football
  • Traveling
  • Outdoor Enthusiast

Team Members

  • Karin Dreyer
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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