Unclaimed Profile

Dana Dunkelberger

VISIONARY WEALTH MANAGEMENT, LLC·ALPHARETTA, Georgia

Clean recordVISIONARY WEALTH MANAGEMENT, LLC

3980 OLD MILTON PARKWAY, ALPHARETTA, GA 30005CRD# 7269035Firm CRD# 311702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Dunkelberger · ALPHARETTA, GA

Registration

CRD #7269035 · VISIONARY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dana Dunkelberger is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with VISIONARY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Nonprofits & Foundations

Introduction

Speak with Dana

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dana is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VISIONARY WEALTH MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at VISIONARY WEALTH MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7269035

Firm CRD# 311702

View on FINRA BrokerCheck →

Looking for a financial advisor in ALPHARETTA?

Browse all registered financial advisors in ALPHARETTA, Georgia or claim this profile if it's yours.

Browse ALPHARETTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dana Dunkelberger offer?

Dana Dunkelberger specializes in Investment Management, Fee-Only Advisory. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Dana Dunkelberger's credentials?

Dana Dunkelberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Dunkelberger located?

Dana Dunkelberger is based in ALPHARETTA, Georgia, working with VISIONARY WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Dana Dunkelberger charge for services?

Dana Dunkelberger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VISIONARY WEALTH MANAGEMENT, LLC?

VISIONARY WEALTH MANAGEMENT, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →