Dennis C. Gravitt

LONG RUN FINANCIAL, LTD

Frankfort, IL

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CRD#: 4962017

Professional summary

Dennis C Gravitt, CFP® is a registered financial advisor currently at LONG RUN FINANCIAL, LTD located in Frankfort, Illinois.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dennis has worked at 3 firms and has passed the Series 66, Series 31 and Series 7 exams.

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 Dennis C Gravitt'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: 2016

Experience

Current

September 11, 2007 - Present

LONG RUN FINANCIAL, LTD

RIA

CRD#: 145077

Frankfort, IL

Past

March 16, 2006 - July 13, 2007

D3 FINANCIAL COUNSELORS LLC

RIA

CRD#: 123600

DOWNERS GROVE, IL

Past

July 18, 2005 - January 30, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

OAK BROOK, IL

Past

June 29, 2005 - January 30, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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
(9/11/2007)

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 66

Date: 7/15/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 7/29/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/27/2005

General Securities Representative Examination

Current Firm

LONG RUN FINANCIAL, LTD

CRD#: 145077 / SEC#:

Illinois

Registered Investment Advisory firm - (9/11/2007 Approved)

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Contact information

Main Address

Frankfort, IL

Mailing Address

Phone number

(815) 464-9275

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 13,083,057

Red Flags

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Dennis C. Gravitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis C Gravitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG RUN FINANCIAL, LTD

D3 FINANCIAL COUNSELORS LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2005

Series 31

Date: 7/29/2005

Series 7

Date: 6/27/2005

Current Firm

LONG RUN FINANCIAL, LTD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LONG RUN FINANCIAL, LTD

TRUST BUT VERIFY

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