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Kendal Thomas Dunn

BISCHOFF WEALTH MANAGEMENT GROUP, LLC·GREENWOOD, Indiana
Clean recordBISCHOFF WEALTH MANAGEMENT GROUP, LLC
107 NORTH STATE ROAD 135, GREENWOOD, IN 46142CRD# 5648146Firm CRD# 171652

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kendal Thomas Dunn · GREENWOOD, IN
Registration
CRD #5648146 · BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kendal Thomas Dunn is a registered financial advisor based in GREENWOOD, Indiana, affiliated with BISCHOFF WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
AUM
$196M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BISCHOFF WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5648146
Firm CRD# 171652
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kendal Thomas Dunn offer?
Kendal Thomas Dunn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD, Indiana for a consultation.
What are Kendal Thomas Dunn's credentials?
Kendal Thomas Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kendal Thomas Dunn located?
Kendal Thomas Dunn is based in GREENWOOD, Indiana, working with BISCHOFF WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Kendal Thomas Dunn charge for services?
Kendal Thomas Dunn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BISCHOFF WEALTH MANAGEMENT GROUP, LLC?
BISCHOFF WEALTH MANAGEMENT GROUP, LLC has approximately 6 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BISCHOFF WEALTH MANAGEMENT GROUP, LLC

Brian Robert Bischoff
GREENWOOD, IN

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