Dunnavan & Company

Dunnavan & Company (CRD# 109058) is a financial advisory firm headquartered in Minneapolis, MN. They manage $383,808,388 in 264 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
43 Main Street S.e., Suite 506, Minneapolis, MN 55414
http://www.dunnavan.com
By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $1,453,820
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MN, NY, TX, WI

Financial Advisors at Dunnavan & Company
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Dougall, financial advisor Minneapolis MN
Christopher R. Dougall
CRD#: 2439578
43 Main Street S.e., Suite 506, Minneapolis, MN 55414

Christopher Dougall (CRD# 2439578) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

2
Helena Dougall, financial advisor Minneapolis MN
Helena N. Dougall
CRD#: 6282926
43 Main Street S.e., Suite 506, Minneapolis, MN 55414

Helena Dougall (CRD# 6282926) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

3
Charles Dunnavan, financial advisor Minneapolis MN
Charles C. Dunnavan
CRD#: 4350620
43 Main Street S.e., Suite 506, Minneapolis, MN 55414

Charles Dunnavan (CRD# 4350620) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 1 year of experience in the finance industry.

4
Donald Johnson, financial advisor Minneapolis MN
Donald A. Johnson
CRD#: 705491
43 Main Street S.e., Suite 506, Minneapolis, MN 55414

Donald Johnson (CRD# 705491) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has over 44 years of experience in the finance industry.

5
Thomas Larson, financial advisor Minneapolis MN
Thomas A. Larson
CRD#: 5784638
43 Main Street S.e., Suite 506, Minneapolis, MN 55414

Thomas Larson (CRD# 5784638) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has over 13 years of experience in the finance industry.

6
Elizabeth Ullyot, financial advisor Minneapolis MN
Elizabeth Ullyot
CRD#: 6283053
Minneapolis, MN 55414

Elizabeth Ullyot (CRD# 6283053) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has 8 years of experience in the finance industry.

7
Alexander Krueger, financial advisor Minneapolis MN
Alexander K. Krueger
CRD#: 7498933
43 Main Street S.e., Suite 506, Minneapolis, MN 55414

Alexander Krueger (CRD# 7498933) is an Investment Advisor Representative working at Dunnavan & Company in Minneapolis, MN and has over 2 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.

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