Katelyn Deere Dunstan
Investment Adviser Representative at Vestia Personal Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Katelyn Deere Dunstan is an investment adviser representative with Vestia Personal Wealth Advisors in Nashville, TN, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Taylor Securities, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Tennessee
- Broker:
1 state or territory
Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Chenal Country ClubNov 2017 – Aug 2019Little Rock, AR
- Richland Country ClubNov 2019 – Feb 2020Nashville, TN
- Belle Meade Country ClubMay 2020 – Aug 2020Nashville, TN
- PCA Technology SolutionsJun 2020 – Sep 2020Nashville, TN
- TD AmeritradeMay 2021 – Sep 2021St. Louis, MO
- Northwestern MutualJan 2022 – May 2022Nashville, TN
- Taylor Securities, Inc.May 2022 – Jun 2024Brentwood, TN
- Arkansas Baptist High SchoolAug 2012 – May 2018Little Rock, AR
- Belmont UniversityAug 2018 – May 2022Nashville, TN
- Vestia Personal Wealth AdvisorsJun 2024 – no end date reportedFt Wayne, IN
- Ausdal Financial Partners, Inc.Jul 2024 – no end date reportedDavenport, IA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Vestia Personal Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- First $2,000,0000.50%
- Above $2,000,0000.25%
- All Private Capital Assets1.25%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 21
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Fort Wayne, IN
- SEC file number:
- 801-112175
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Vestia Personal Wealth Advisors
Showing 12 of 21 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Katelyn Deere Dunstan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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