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
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts3ACCOUNTS
-
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

Registered Investment Advisor
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
1
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.
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