Alexander DunneCRD Number: 6927779
Current Firm: Silveroak Wealth Management LLC
Alexander Dunne (CRD# 6927779) is an Investment Advisor Representative working at Silveroak Wealth Management LLC in Edina, MN and has 1 year of experience in the finance industry. Alexander Dunne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Silveroak Wealth Management||Edina, MN||Dec 2015 - Current||6|
|3m Company||St Paul, MN||May 2013 - Dec 2015||2|
|Mcgladrey, LLP||Minneapolis, MN||Nov 2009 - Apr 2013||3|
Total Assets Under Management1,319MILLIONS
Total Number of Accounts1,581ACCOUNTS
Average Account Value$834,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, IL, MA, MI, MN, NH, NY, TX, WI
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