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DF

Dennis A. Fulkerson

FULKERSON FINANCIAL SERVICES
Hanna City, IL 61536
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CRD#: 1541731
DF

Professional summary


Dennis Arnold Fulkerson SR, CFP®, who also goes by (sr) Dennis Arnold Fulkerson, Dennis Arnold Fulkerson, is a registered financial advisor currently at FULKERSON FINANCIAL SERVICES, LLC located in Hanna City, Illinois.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Dennis has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


(sr) Dennis Arnold Fulkerson | Dennis Arnold Fulkerson

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.
I am compensated as a percentage of the Assets Under Management by the local practice.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dennis Arnold Fulkerson SR'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®

Start date: 1990

Experience


Current

April 27, 2017 - Present

FULKERSON FINANCIAL SERVICES, LLC

Office #1: 12502 W. Jolynn Court, Hanna City, IL 61536
RIA
CRD#: 286315
Hanna City, IL
Past

June 12, 2001 - April 28, 2017

CHOREO, LLC

RIA
CRD#: 111221
PEORIA, IL
Past

May 15, 2001 - July 17, 2012

BIRCHTREE FINANCIAL SERVICES LLC

BD
CRD#: 15014
PEORIA, IL
Past

March 13, 1997 - May 31, 2001

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

August 23, 1994 - May 17, 2001

AMERICAN GENERAL EQUITY SERVICES CORPORATION

BD
CRD#: 5435
HOUSTON, TX
Past

August 20, 1986 - September 16, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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
Illinois
(4/27/2017)
IAR
Louisiana
(1/31/2022)
IAR
Texas
(12/2/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/23/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FULKERSON FINANCIAL SERVICES, LLC
FULKERSON FINANCIAL SERVICES, LLC

CRD#: 286315 / SEC#:

Illinois
Registered Investment Advisory firm - (4/27/2017 Approved)
Louisiana
Registered Investment Advisory firm - (1/31/2022 Approved)
Texas
Registered Investment Advisory firm - (12/2/2020 Conditional Restricted)
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Contact information


Main Address
12502 W. Jolynn Court, Hanna City, IL 61536
Mailing Address
Phone number
(309) 231-7879
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts415
AUM (Assets Under Management)$ 44,000,000

Red Flags


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

Company Information


FULKERSON FINANCIAL SERVICES, LLC

CRD#: 286315Hanna City, IL 61536

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