Dustin Rippetoe LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Edmond, Oklahoma
CRD number
341473
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Dustin Rippetoe LLC is a single-owner limited liability company that combines insurance brokerage with advisory work. The firm is identified as a capital allocator, meaning it places client capital with third-party managers rather than solely managing proprietary strategies. Its advisory services include financial planning, selection of other advisers, and pension consulting services, and its business activities list insurance brokerage as a core line of business. Fee arrangements can include a percentage of assets under management, fixed fees, and other fee arrangements. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser. It also lists an industry affiliation with an insurance company. Although pension consulting appears among its advisory activities, the data flags the firm as not a pension consultant in the regulatory classification fields.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Edmond, OK

Stephens

Location

Edmond, OK

Headquartered in Edmond, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.

Metro area
Oklahoma City-Shawnee, OK
Region
South
County
Stephens
Address
3825 Nw 166th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth