John DunnCRD Number: 6224968
Current Firm: Buckingham Strategic Wealth
John Dunn (CRD# 6224968) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 4 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Buckingham Asset Management, LLC||Clayton, MO||Mar 2016 - Current||2|
|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|
Total Assets Under Management9,977MILLIONS
Total Number of Accounts18,914ACCOUNTS
Average Account Value$527,507
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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