Michael I. Dunlap
PATHWAY ADVISORS
Hayden, ID
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CRD#: 5368000
Professional summary
Michael Ian Dunlap, CFP® is a registered financial advisor currently at PATHWAY ADVISORS, LLC located in Hayden, Idaho and LEGACY WEALTH MANAGEMENT, LLC located in Hayden, Idaho.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, SIE 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.
(1) 100% OWNER OF "DUNLAP WEALTH MANAGEMENT, APC" PROVIDING ACCOUNTING/TAX PREPARATION AND CONSULTING SINCE AUGUST 2010. NON-INVESTMENT RELATED. APPROXIMATELY 25% TIME SPENT. BUSINESS CONDUCTED (2) 33% OWNER OF "DUNLAP, WAUSCHEK & ELFARRA, CPA'S DBA PATHWAY CONSULTING GROUP" JOINT MARKETING VENTURE (GENERAL PARTNERSHIP) BETWEEN DUNLAP WEALTH MANGEMENT, APC, CWICK INC. & PATHWAY CPA'S FOR THE SOLICITATION OF TAX AND ACCOUNTING ENGAGEMENTS SINCE DECEMBER 2011. NON-INVESTMENT RELATED. APPROXIMATELY 5% TIME SPENT. BUSINESS CONDUCTED AT 1595 S. MISSION RD. FALLBROOK CA 92028. (3) 50% OWNER OF "TEN-SEVEN LEASING, LLC" CREATED FOR THE PURCHASE AND MANAGEMENT OF RENTAL PROPERTIES SINCE FEBRUARY 2012. NON-INVESTMENT RELATED. APPROXIMATELY 1% TIME SPENT. BUSINESS CONDUCTED AT 1595 S. MISSION ROAD FALLBROOK CA 92028. (4) INDEPENDENT INSURANCE AGENT, 1595 SOUTH MISSION RD. FALLBROOK, CA 92028. INVESTMENT-RELATED. 2 HOURS SPENT PER MONTH ALL DURING SECURITIES TRADING HOURS. (5) LEGACY WEALTH MANAGEMENT, LLC, 13965 W. CHINDEN BLVD. STE. 100, BOISE, ID 83713, INVESTMENT-RELATED. TITLE: INVESTMENT ADVISER REPRESENTATIVE, START-11/8/22, 4 HOURS SPENT DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ian Dunlap'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: 2012
Experience
Current
January 21, 2020 - Present
PATHWAY ADVISORS, LLC
Office #2: 1595 South Mission Road, Fallbrook, CA 92028RIA
CRD#: 306117
Hayden, ID
Current
November 8, 2022 - Present
LEGACY WEALTH MANAGEMENT, LLC
RIA
CRD#: 174767
Hayden, ID
Past
January 30, 2012 - February 3, 2020
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
ESCONDIDO, CA
Past
January 27, 2012 - February 3, 2020
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
ESCONDIDO, CA
Past
August 6, 2007 - February 2, 2012
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
ESCONDIDO, CA
Past
August 1, 2007 - February 2, 2012
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
ESCONDIDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)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
California(1/21/2020)
IAR
Idaho(11/8/2021)
IAR
Texas(11/23/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
Mailing Address
Phone number
(208) 955-0500
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,728 |
| AUM (Assets Under Management) | $ 476,513,737 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 02/12/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
