Dwight Dettloff
CRD Number: 6818104Current Firm: Winding Trail Financial Planning, LLC
Compensation Model: Fee Only
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 4503842
Cetera Investment Advisers LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winding Trail Accounting, LLC | Lafayette, CO | Jun 2018 - Current | 5 |
| Winding Trail Financial Planning, LLC | Lafayette, CO | Sep 2016 - Current | 7 |
| Intuit, Inc. | Palo Alto, CA | Jan 2021 - Sep 2021 | < 1 |
| Altitude Edge Consultants, LLC | Boulder, CO | May 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- CO
- TX
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Total Assets Under Management4MILLIONS
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Total Number of Accounts26ACCOUNTS
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Average Account Value$139,627
- 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
- Selection of other advisers (including private fund managers)
CO, TX
Winding Trail Financial Planning, LLC is an Investment Adviser registered with the State of Colorado. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Winding Trail Financial with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.windingtrailfinancial.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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