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John Harold Dunsheath

FINANCIAL PLANNING SERVICES·BETTENDORT, Iowa
Clean recordFINANCIAL PLANNING SERVICES
1035 LINCOLN RD., BETTENDORT, IA 52722CRD# 838971Firm CRD# 117359

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Harold Dunsheath · BETTENDORT, IA
Registration
CRD #838971 · FINANCIAL PLANNING SERVICES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Harold Dunsheath is a registered financial advisor based in BETTENDORT, Iowa, affiliated with FINANCIAL PLANNING SERVICES. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
FINANCIAL PLANNING SERVICES
FINANCIAL PLANNING SERVICES
AUM
$9M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINANCIAL PLANNING SERVICES →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 838971
Firm CRD# 117359
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Harold Dunsheath offer?
John Harold Dunsheath specializes in Financial Planning, Investment Management. Contact their office in BETTENDORT, Iowa for a consultation.
What are John Harold Dunsheath's credentials?
John Harold Dunsheath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Harold Dunsheath located?
John Harold Dunsheath is based in BETTENDORT, Iowa, working with FINANCIAL PLANNING SERVICES. Their office serves clients in the BETTENDORT metropolitan area and surrounding communities.
How does John Harold Dunsheath charge for services?
John Harold Dunsheath's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANNING SERVICES?
FINANCIAL PLANNING SERVICES has approximately 1 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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