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Dennis Darin Puppel

THE BURNEY COMPANY·FALLS CHURCH, Virginia
Series 1Clean record23 years registeredTHE BURNEY COMPANY
121 ROWELL COURT, FALLS CHURCH, VA 22046CRD# 845331Firm CRD# 106945

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Darin Puppel · FALLS CHURCH, VA
Registration
CRD #845331 · THE BURNEY COMPANY · 23 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: THE BURNEY COMPANY
Feb 2003Oct 2017
WORTHINGTON, OH
02

Registrations & Exams

FINRA examinations passed
Series 1
Registration record
First registered · February 12, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE BURNEY COMPANY
CRD 106945 · SEC 801-10232
AUM
$2.7B
Regulatory assets under management
Employees
42
4,284 client accounts
Services offered by THE BURNEY COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Dennis Darin Puppel offer?
Dennis Darin Puppel specializes in Financial Planning, Investment Management.
What are Dennis Darin Puppel's credentials?
Dennis Darin Puppel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Darin Puppel located?
Dennis Darin Puppel is based in FALLS CHURCH, Virginia, last registered with THE BURNEY COMPANY.
How does Dennis Darin Puppel charge for services?
Dennis Darin Puppel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE BURNEY COMPANY?
THE BURNEY COMPANY has approximately 42 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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