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Brent Jerome Dunn

Brent J. Dunn

SCHLEGEL DUNN LLC
PLANO, TX 75024
Some features on this profile are disabled
CRD#: 5779175
Brent Jerome Dunn

Professional summary

Brent Jerome Dunn, CFP®, who also goes by Brent Dunn, is a registered financial advisor currently at SCHLEGEL DUNN LLC located in Plano, Texas.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brent has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brent Dunn

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 Brent Jerome Dunn's CRS (Customer Relationship Summary).
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: 2009

Experience

Current

October 2, 2025 - Present

SCHLEGEL DUNN LLC

Office #1: 7160 Dallas Parkway Suite 230, Plano, TX 75024
RIA
CRD#: 337990
PLANO, TX
Past

August 17, 2011 - October 2, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Plano, TX
Past

March 29, 2011 - June 29, 2018

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
PLANO, TX

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
Texas
(10/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/10/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/29/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/28/2011
General Securities Representative Examination

Current Firm

SD
SCHLEGEL DUNN LLC
SCHLEGEL DUNN LLC | SCHLEGELDUNN, LLC

CRD#: 337990 / SEC#: 801-134319

RIA
Registered Investment Advisory firm - (9/30/2025 120-Day Approval)
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Contact information

Main Address
7160 Dallas Parkway Suite 230, Plano, TX 75024
Mailing Address
Phone number
(972) 327-3607
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHLEGELDUNN LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/30/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

SCHLEGEL DUNN LLC

CRD#: 337990Plano, TX 75024

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