Dunston Financial Group, LLC

Dunston Financial Group, LLC (CRD# 226692) is a financial advisory firm headquartered in Denver, CO. They manage $4,693,711 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $223,510
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
  • Pension consulting services
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.

CO

Financial Advisors at Dunston Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lynn M. Dunston
CRD#: 3186523
1624 Market Street, Suite 202, Denver, CO 80202
96
Wealthminder
score

Lynn Dunston (CRD# 3186523) is an Investment Advisor Representative working at Dunston Financial Group, LLC in Denver, CO and has over 10 years of experience in the finance industry. Lynn Dunston 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.

2
Erin L. Hadary
CRD#: 5072941
1624 Market Street, Suite 202, Denver, CO 80202
96
Wealthminder
score

Erin Hadary (CRD# 5072941) is an Investment Advisor Representative working at Dunston Financial Group, LLC in Denver, CO and has over 11 years of experience in the finance industry. Erin Hadary 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.

3
Stephanie C. McElheny
CRD#: 5806111
1624 Market Street, Suite 202, Denver, CO 80202
96
Wealthminder
score

Stephanie McElheny (CRD# 5806111) is an Investment Advisor Representative working at Dunston Financial Group, LLC in Denver, CO and has over 5 years of experience in the finance industry. Stephanie McElheny 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.

4
Ryan M. Bowman
CRD#: 6141733
1624 Market Street, Suite 202, Denver, CO 80202
90
Wealthminder
score

Ryan Bowman (CRD# 6141733) is an Investment Advisor Representative working at Dunston Financial Group, LLC in Denver, CO and has 1 year of experience in the finance industry. Ryan Bowman 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.

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