Palmetto Wealth Management, LLC
Palmetto Wealth Management, LLC, founded in May 2009, is led by John Gustafson, who serves as the Managing Member and Chief Compliance Officer. With a BS in Marketing from The Pennsylvania State University, Gustafson has been in the financial industry since November 2001, previously with UBS Financial Services, Inc. As a fiduciary, Gustafson does not have any reportable disciplinary information and does not engage in other business activities or receive additional compensation beyond the fee-based structure at Palmetto Wealth Management, LLC. Operating without supervision, Gustafson ensures compliance through written supervisory procedures. Clients of Palmetto Wealth Management, LLC benefit from Gustafson's expertise and commitment to acting in their best interests. For those considering the firm's services, it is important to note that Gustafson has a clean record with no reportable arbitration claims, civil liabilities, regulatory proceedings, or bankruptcies. More details about Gustafson can be found on the SEC's website for further due diligence.
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