Brian Dunn, financial advisor Skokie IL

Brian Dunn

CRD Number: 6448600
Current Firm: Black Elm Advisers, LLC

Brian Dunn (CRD# 6448600) is an Investment Advisor Representative working at Black Elm Advisers, LLC in Skokie, IL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Epic Sky , Inc. Skokie, IL Aug 2015 - Current 8
Black Elm Advisors LLC Skokie, IL Jan 2015 - Current 9
Swk Skokie, IL Apr 2012 - Jul 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Brian W. Dunn
Phone Number: 847-676-2590
Registered State(s):
  • IL
Current Firm Details
Black Elm Advisers, LLC
Firm's CRD Number: 174910
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $256,508
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL

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