John Dunn, financial advisor Saint Louis MO
92 score

John Dunn

CRD Number: 6224968
Current Firm: Buckingham Asset Management, LLC

John Dunn (CRD# 6224968) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry. John Dunn 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
Carl Goodin, financial advisor Saint Louis MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor Saint Louis MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor Saint Louis MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Professional Designations
Company Name Location Dates Years
Buckingham Asset Management, LLC Clayton, MO Mar 2016 - Current < 1
Moneta Group Investment Advisers. LLC Clayton, MO May 2013 - Mar 2016 2
Washington University St Louis, MO Aug 2012 - Apr 2013 < 1
Trinity Logistics Davenport, IA Jun 2012 - Jul 2012 < 1
Creighton University Omaha, NE Aug 2008 - May 2012 3
North Scott High School Eldridge, IA Jul 2003 - Aug 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for John M. Dunn
Phone Number: 314-725-0455
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    7,681
    MILLIONS
  • Total Number of Accounts
    14,433
    ACCOUNTS
  • Average Account Value
    $532,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from John Dunn and other advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.