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Kathleen Erin Dunn

WEALTHSPAN INVESTMENT MANAGEMENT, LLC·GRAND RAPIDS, Michigan
Unclaimed Profile
4981 CASCADE ROAD, SUITE C, GRAND RAPIDS, MI 49546CRD# 7260340Firm CRD# 309553
01

About

Kathleen Erin Dunn is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with WEALTHSPAN INVESTMENT MANAGEMENT, LLC. 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
03

Firm Overview

Firm
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
WEALTHSPAN INVESTMENT MANAGEMENT, LLC
AUM
$7M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEALTHSPAN INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7260340
Firm CRD# 309553
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Erin Dunn offer?
Kathleen Erin Dunn specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Kathleen Erin Dunn's credentials?
Kathleen Erin Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Erin Dunn located?
Kathleen Erin Dunn is based in GRAND RAPIDS, Michigan, working with WEALTHSPAN INVESTMENT MANAGEMENT, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Kathleen Erin Dunn charge for services?
Kathleen Erin 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 WEALTHSPAN INVESTMENT MANAGEMENT, LLC?
WEALTHSPAN INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
BLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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