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Richard Fredrick Dunn

We help families navigate the retirement Red Zone -- 5 years prior and 10 years after retirement.

Advisornet Wealth Management

Minneapolis

MN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Advisornet Wealth Management 6 years Nov 2013 - Present
Dunncreek Advisors LLC 6 years Nov 2013 - Present
Ridgeway Conger Advisory Services Inc. 2 years, 8 months Mar 2011 - Nov 2013
Ameriprise Financial Services, Inc. 1 year, 5 months Oct 2009 - Mar 2011
Ameriprise Advisor Services 2 years, 1 month Jan 2009 - Mar 2011
Edward Jones 6 years, 11 months Feb 2002 - Jan 2009

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 20, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    May 20, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on May 21, 2018
    • $25.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 100
      number of clients
    • $250.0K
      Estimated Average Account Balance Per Client

Advisornet Wealth Management

Last updated on July 16, 2019
    • $2.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $176.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements