DD
Dennis D. Duffy
ABUNDANCE FINANCIAL COACHING
Troy, MI 48084
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CRD#: 5066464
DD
Professional summary
Dennis Daniel Duffy is a registered financial advisor currently at ABUNDANCE FINANCIAL COACHING, LLC located in Troy, Michigan.
Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Dennis has worked at 2 firms and has passed the Series 65 exam.
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.
ATTORNEY;
SELLS LIFE INSURANCE AND LONG TERM CARE PRODUCTS
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Daniel Duffy'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®
NoneExperience
Current
February 25, 2015 - Present
ABUNDANCE FINANCIAL COACHING, LLC
Office #1: 755 W. Big Beaver Road Suite 2020, Troy, MI 48084RIA
CRD#: 175055
Troy, MI
Past
November 29, 2005 - February 26, 2015
WISDOM FINANCIAL SERVICES, L.L.C.
RIA
CRD#: 127385
GENESEO, IL
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
Arizona(2/15/2018)
IAR
California(7/29/2021)
IAR
Colorado(2/2/2023)
IAR
Florida(1/27/2020)
IAR
Illinois(4/10/2015)
IAR
Iowa(2/25/2015)
IAR
Massachusetts(7/28/2016)
IAR
Michigan(8/31/2020)
IAR
Minnesota(8/17/2021)
IAR
Missouri(1/11/2019)
IAR
Ohio(9/20/2023)
IAR
Tennessee(9/15/2025)
IAR
Texas(3/14/2015)
IAR
Wisconsin(1/7/2021)
Current Firm
AF
ABUNDANCE FINANCIAL COACHING, LLC
ABUNDANCE FINANCIAL COACHING, LLC
CRD#: 175055 / SEC#:
Arizona
Registered Investment Advisory firm - (2/15/2018 Approved)California
Registered Investment Advisory firm - (7/28/2021 Approved)Colorado
Registered Investment Advisory firm - (2/2/2023 Approved)Florida
Registered Investment Advisory firm - (1/27/2020 Approved)Georgia
Registered Investment Advisory firm - (12/16/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/10/2015 Approved)Iowa
Registered Investment Advisory firm - (2/18/2015 Approved)Massachusetts
Registered Investment Advisory firm - (7/28/2016 Approved)Michigan
Registered Investment Advisory firm - (8/27/2020 Approved)Minnesota
Registered Investment Advisory firm - (8/17/2021 Approved)Missouri
Registered Investment Advisory firm - (1/11/2019 Approved)Ohio
Registered Investment Advisory firm - (9/20/2023 Approved)Tennessee
Registered Investment Advisory firm - (9/11/2025 Approved)Texas
Registered Investment Advisory firm - (10/4/2018 Approved)Wisconsin
Registered Investment Advisory firm - (1/5/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1840 E. 54th Street, Davenport, IA 52807
Mailing Address
Phone number
(563) 359-7400
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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