Unclaimed Profile

Barry Ward Dunaway

AMERICA FIRST INVESTMENT ADVISORS LLC·OMAHA, Nebraska

Series 7, Series 63Clean record29 years registeredAMERICA FIRST INVESTMENT ADVISORS LLC

10050 REGENCY CIRCLE, SUITE 515, OMAHA, NE 68114-3721CRD# 2670445Firm CRD# 106984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barry Ward Dunaway · OMAHA, NE

Registration

CRD #2670445 · AMERICA FIRST INVESTMENT ADVISORS LLC · 29 years registered

Brand Profile

Not yet started

Career History

AMERICA FIRST INVESTMENT ADVISORS LLC

Jul 2006 – present

KIRKPATRICK PETTIS INVESTMENT MANAGEMENT, INC.

Jul 1997 – Jul 2004

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · July 31, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICA FIRST INVESTMENT ADVISORS LLC

CRD 106984 · SEC 801-41702

AUM

$476M

Regulatory assets under management

Employees

567 client accounts

Services offered by AMERICA FIRST INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMERICA FIRST INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Barry Ward Dunaway offer?

Barry Ward Dunaway specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OMAHA, Nebraska for a consultation.

What are Barry Ward Dunaway's credentials?

Barry Ward Dunaway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Ward Dunaway located?

Barry Ward Dunaway is based in OMAHA, Nebraska, working with AMERICA FIRST INVESTMENT ADVISORS LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Barry Ward Dunaway charge for services?

Barry Ward Dunaway's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICA FIRST INVESTMENT ADVISORS LLC?

AMERICA FIRST INVESTMENT ADVISORS LLC has approximately 7 employees and manages $476M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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