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Michael Ian Dunlap

Legacy Wealth Management, LLC

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About Michael Ian Dunlap

Michael Ian Dunlap is a financial advisor with over 15 years of experience in the industry. Michael is registered with Legacy Wealth Management, LLC and Pathway Advisors, LLC. Michael provides financial planning and investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Michael has a strong background in accounting and tax preparation, and is a Certified Financial Planner. Michael is committed to helping clients achieve their financial goals.

Firm Information

Michael Dunlap is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Dunlap’s Registration & Firm History

ID

11/08/2022 - Present

Legacy Wealth Management, LLC (Hayden ID)

CA

01/27/2012 - 02/03/2020

INDEPENDENT FINANCIAL GROUP, LLC (ESCONDIDO CA)

CA

08/01/2007 - 02/02/2012

GENWORTH FINANCIAL SECURITIES CORPORATION (ESCONDIDO CA)

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Licenses & Designations

BOTH

Issued 08/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Ian Dunlap.
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