Michael Dunlap, financial advisor Hayden ID

Michael Dunlap

CRD Number: 5368000
Current Firm: Legacy Wealth Management, LLC

Michael Dunlap (CRD# 5368000) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Hayden, ID and has over 16 years of experience in the finance industry. Michael Dunlap 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.

Similar Advisors
Kathleen Absec, financial advisor Hayden ID
Kathleen M. Absec
CRD# 1341565
D.a. Davidson & Company
Similar Advisors
John Adams, financial advisor Hayden ID
John G. Adams
CRD# 4410751
Centaurus Financial, Inc.
Similar Advisors
Mark Adams, financial advisor Hayden ID
Mark P. Adams
CRD# 6408097
Interfund Management Services, Inc.
Professional Designations
Company Name Location Dates Years
Legacy Wealth Management, LLC Boise, ID Nov 2022 - Current 1
Pathway Advisors, LLC Fallbrook, CA Dec 2019 - Current 4
Pathway Advisors, LLC Fallbrook, CA Jul 2014 - Current 9
Dunlap Wealth Management, Apc Fallbrook, CA Aug 2010 - Current 13
Indpendent Financial Group Escondidoo, CA Jan 2012 - Feb 2020 8
Peck, Barr & Associates, Cpa Escondido, CA Dec 2009 - Jul 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Michael I. Dunlap
Phone Number: 208-955-0500
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    276
    MILLIONS
  • Total Number of Accounts
    2,921
    ACCOUNTS
  • Average Account Value
    $94,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Michael Dunlap and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.