Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Fredrick Dunn is a financial advisor with over 20 years of experience in the financial services industry. Richard is registered with Avantax Advisory Services and currently holds licenses in both Minnesota and Texas. Richard has previously held positions at Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and Edward Jones. Richard specializes in providing financial planning, portfolio management, and other financial services to individuals, businesses, and retirement plans. Richard is a Certified Financial Planner and is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
10/24/2024 - Present
Avantax Advisory Services (SAINT PAUL MN)
MN
10/05/2009 - 03/14/2011
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELMO MN)
MN
01/22/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LAKE ELMO MN)
MN
04/16/2002 - 01/27/2009
EDWARD JONES (MAPLEWOOD MN)
BC
Issued 02/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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