Unclaimed Profile

Kerri Lynn Dunn

KINGSBRIDGE WEALTH MANAGEMENT, INC.·LAS VEGAS, Nevada

Clean recordKINGSBRIDGE WEALTH MANAGEMENT, INC.

1140 N. TOWN CENTER DRIVE, LAS VEGAS, NV 89144CRD# 5516468Firm CRD# 165560

Profile Verification

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

Identity

Kerri Lynn Dunn · LAS VEGAS, NV

Registration

CRD #5516468 · KINGSBRIDGE WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kerri Lynn Dunn is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with KINGSBRIDGE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KINGSBRIDGE WEALTH MANAGEMENT, INC.

AUM

$453M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KINGSBRIDGE WEALTH MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: PROJECT ADMINISTRATION FEES

Regulatory

SEC/IARD CRD# 5516468

Firm CRD# 165560

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kerri Lynn Dunn offer?

Kerri Lynn Dunn specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Kerri Lynn Dunn's credentials?

Kerri Lynn Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kerri Lynn Dunn located?

Kerri Lynn Dunn is based in LAS VEGAS, Nevada, working with KINGSBRIDGE WEALTH MANAGEMENT, INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Kerri Lynn Dunn charge for services?

Kerri Lynn Dunn's firm is compensated through percentage of aum, performance-based fees, other: project administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KINGSBRIDGE WEALTH MANAGEMENT, INC.?

KINGSBRIDGE WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $453M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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