Dunlop Financial

Dunlop Financial (CRD# 283706) is a financial advisory firm headquartered in Cedar Falls, IA. They manage $2,200,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
204 Bergstrom Blvd, Cedar Falls, IA 50613
http://www.dunlopwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $733,333
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Dunlop Financial
Showing 1 - 1 of 1 top financial advisors.
1
Michael Dunlop, financial advisor Cedar Falls IA
Michael L. Dunlop
CRD#: 6638614
204 Bergstrom Blvd, Cedar Falls, IA 50613
89
Wealthminder
score

Michael Dunlop (CRD# 6638614) is an Investment Advisor Representative working at Dunlop Financial in Cedar Falls, IA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals