Brenda C. Dunn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brenda Carol Dunn, CFP®, who also goes by Brenda Carol Benjamin, Brenda Carol Bloch, Brenda Carol Ritchken, was a registered financial professional .
Brenda is a previously registered financial professional and started their career in finance in 1994. Brenda had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2001
Experience
February 5, 2015 - December 31, 2019
INTEGRAS PARTNERS, LLC
April 1, 2010 - November 23, 2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
March 31, 2010 - November 23, 2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
May 5, 2003 - April 5, 2010
EQUITY SERVICES, INC.
March 4, 2003 - April 5, 2010
EQUITY SERVICES, INC.
January 16, 2003 - February 26, 2003
PARK AVENUE SECURITIES LLC
August 8, 1994 - January 2, 2003
NATIONWIDE SECURITIES, LLC
Primary Firm SEC Registration
INTEGRAS PARTNERS, LLC
CRD#: 172979 / SEC#: 801-80657
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTEGRAS PARTNERS, LLC
CRD#: 172979 / SEC#: 801-80657
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 584 |
| AUM (Assets Under Management) | $ 231,952,582 |
Red Flags
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