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DG

Dwain Gump

GUMP AND MCHUGH ASSET MANAGEMENT
COLORADO SPRINGS, CO
Some features on this profile are disabled
CRD#: 1085383
DG

Professional summary


Dwain Gump, CFP® is a registered financial advisor currently at GUMP AND MCHUGH ASSET MANAGEMENT located in Colorado Springs, Colorado.

Dwain is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Dwain has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dwain Gump's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

January 19, 2007 - Present

GUMP AND MCHUGH ASSET MANAGEMENT

RIA
CRD#: 118259
COLORADO SPRINGS, CO
Past

November 1, 2006 - May 3, 2011

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA
CRD#: 109036
COLORADO SPRINGS, CO
Past

May 3, 2006 - December 31, 2006

WALNUT STREET SECURITIES, INC.

RIA
CRD#: 15840
COLORADO SPRINGS, CO
Past

August 12, 1999 - January 4, 2006

FIRST AFFIRMATIVE FINANCIAL NETWORK LLC

RIA
CRD#: 109036
COLORADO SPRINGS, CO
Past

January 1, 1999 - November 2, 2006

WALNUT STREET ADVISERS INC

RIA
CRD#: 109903
COLORADO SPRINGS, CO
Past

January 2, 1990 - December 31, 2006

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
COLORADO SPRINGS, CO
Past

March 17, 1989 - January 2, 1990

FIRST AFFIRMATIVE FINANCIAL NETWORK, INC.

BD
CRD#: 18339
Past

June 26, 1984 - December 31, 1988

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
Past

January 13, 1983 - July 26, 1984

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

January 13, 1983 - July 26, 1984

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/19/2007)
IAR
Texas
(8/23/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/17/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GA
GUMP AND MCHUGH ASSET MANAGEMENT
GUMP AND MCHUGH ASSET MANAGEMENT | MCHUGH, CHRISTINE L. | GUMP AND MCHUGH ASSET MANAGEMENT LLP

CRD#: 118259 / SEC#:

Colorado
Registered Investment Advisory firm - (3/28/2001 Approved)
Texas
Registered Investment Advisory firm - (8/21/2024 Conditional Restricted)
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Contact information


Main Address
Colorado Springs, CO
Mailing Address
Phone number
(719) 632-1134
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts108
AUM (Assets Under Management)$ 61,376,534

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GUMP AND MCHUGH ASSET MANAGEMENT

CRD#: 118259Colorado Springs, CO

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