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Kendal Thomas Dunn

BISCHOFF WEALTH MANAGEMENT GROUP, LLC·GREENWOOD, Indiana
Unclaimed Profile
107 NORTH STATE ROAD 135, GREENWOOD, IN 46142CRD# 5648146Firm CRD# 171652
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
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
No disclosures on file
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 in GREENWOOD
Martin Joseph Armbruster — TREYBOURNE WEALTH PLANNERS, INC.Patrick Anthony Sherman — SHERMAN & ARMBRUSTER, INC.John David Grant — SHERMAN & ARMBRUSTER, INC.Stephanie Lynn Willison — TREYBOURNE WEALTH PLANNERS, INC.Brian Robert Bischoff — BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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