Michael S. Lunsford

LUNSFORD FINANCIAL PLANNING

LAFAYETTE, CO

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CRD#: 4715244

Professional summary

Michael Shannon Lunsford, CFP® is a registered financial advisor currently at LUNSFORD FINANCIAL PLANNING, INC. located in Lafayette, Colorado.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Investment Planning

Social Security Planning

Tax Planning

Retirement Income Management

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

College/Education Planning

Hourly

Investment Advice with Ongoing...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

500K

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.

SHANNON CURRENTLY WORKS AT MERCURY INTERACTIVE IN A CONTRACT POSITION FOR APPROXIMATELY 16 HOURS PER WEEK. HE DOES SOFTWARE DEVELOPMENT ACTIVITIES DURING THAT TIME PERIOD. MERCURY INTERACTIVE IS LOCATED IN BOULDER COLORADO, AND THE NATURE OF THEIR BUSINESS IS NON-INVESTMENT RELATED. SHANNON STARTED WORKING FOR THEM UNDER A CONTRACT IN JUNE OF 2003 AS A SOFTWARE ENGINEER. HIS DUTIES INCLUDE DEVELOPMENT AND TESTING OF SOFTWARE APPLICATIONS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Shannon Lunsford'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^®

Certified Financial Planner

Start date: 2005

Experience

Current

October 10, 2003 - Present

LUNSFORD FINANCIAL PLANNING, INC.

RIA

CRD#: 128687

LAFAYETTE, CO

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
(10/10/2003)

IAR

Texas
(8/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/15/2003

Uniform Investment Adviser Law Examination

Current Firm

LUNSFORD FINANCIAL PLANNING, INC.

LUNSFORD FINANCIAL PALNNING, INC. | LUNSFORD FINANCIAL PLANNING, INC.

CRD#: 128687 / SEC#:

Colorado

Registered Investment Advisory firm - (10/10/2003 Approved)

Texas

Registered Investment Advisory firm - (7/31/2023 Conditional Restricted)

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Contact information

Main Address

357 S. Mccaslin Blvd Suite 200, Louisville, CO 80027

Mailing Address

Phone number

(303) 666-6442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 45,346,083

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Michael S. Lunsford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Shannon Lunsford's CRS (Customer Relationship Summary).

Certified licenses

Experience

LUNSFORD FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2003

Current Firm

LUNSFORD FINANCIAL PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LUNSFORD FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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