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Theodore Andrew Dunn

BMO FAMILY OFFICE, LLC·CHICAGO, Illinois
SIE, Series 24, Series 63, Series 79Clean recordBMO FAMILY OFFICE, LLC
320 SOUTH CANAL STREET, CHICAGO, IL 60606CRD# 1784911Firm CRD# 110264

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Andrew Dunn · CHICAGO, IL
Registration
CRD #1784911 · BMO FAMILY OFFICE, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BMO FAMILY OFFICE, LLC
CRD 110264 · SEC 801-56868
AUM
$6.1B
Regulatory assets under management
Employees
135
8,375 client accounts
Services offered by BMO FAMILY OFFICE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BMO FAMILY OFFICE, LLC →
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Frequently Asked Questions

What services does Theodore Andrew Dunn offer?
Theodore Andrew Dunn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Theodore Andrew Dunn's credentials?
Theodore Andrew Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Andrew Dunn located?
Theodore Andrew Dunn is based in CHICAGO, Illinois, working with BMO FAMILY OFFICE, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Theodore Andrew Dunn charge for services?
Theodore Andrew Dunn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BMO FAMILY OFFICE, LLC?
BMO FAMILY OFFICE, LLC has approximately 135 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BMO FAMILY OFFICE, LLC

Kyle Richard Crowe
CHICAGO, IL
Kamiar Vossoughi
CHICAGO, IL
CFPCFA
Michael Patrick Stritch
CHICAGO, IL
Douglas Lewis Anderson
PALO ALTO, CA
CFA

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Research
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