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John Harold Dunsheath

FINANCIAL PLANNING SERVICES·BETTENDORT, Iowa
Series 1, Series 7, Series 63, Series 65Clean record27 years registeredFINANCIAL 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 · 27 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: FINANCIAL PLANNING SERVICES
FINANCIAL PLANNING SERVICES
Jan 2013 – Dec 2018
BETTENDORT, IA
FINANCIAL PLANNING SERVICES
Jan 1999 – Dec 2011
BETTENDORF, IA
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL PLANNING SERVICES
CRD 117359 · SEC 801-76848
AUM
$9M
Regulatory assets under management
Employees
1
15 client accounts
Services offered by FINANCIAL PLANNING SERVICES
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL PLANNING SERVICES →
Introduction

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05

Frequently Asked Questions

What services does John Harold Dunsheath offer?
John Harold Dunsheath specializes in Financial Planning, Investment Management.
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, last registered with FINANCIAL PLANNING SERVICES.
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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