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Michael Lee Dunlop

Michael L. Dunlop

IGNITE FINANCIAL
Cedar Falls, IA 50613
Some features on this profile are disabled
CRD#: 6638614
Michael Lee Dunlop

Professional summary

Michael Lee Dunlop, CFP® is a registered financial advisor currently at IGNITE FINANCIAL located in Cedar Falls, Iowa.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 4 firms and has passed the Series 65 exam.

Biography

As an independent, fee-only, and fiduciary firm based in Iowa, you will be treated as our neighbor. We pride ourselves on delivering trustworthy financial guidance to individuals, families, and business owners alike. Our areas of expertise include: Personal financial services: • Investment management • Social Security & Medicare • Insurance planning • Estate preparation • College planning • Tax guidance Business financial services: • 401(k) plan administration/maintenance • 403(b) plan administration/maintenance • Simple IRA plan administration/maintenance Please visit our website at benchfn.com to learn more
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Retirement Income Management
Debt Management
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Business Owners
College/Education Planning
Investment Advice with Ongoing...
Novice Investors
Retirement Plan Investment Adv...
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.
Viking Pump - Senior Credit Analyst

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Lee Dunlop'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: 2020

Experience

Current

February 20, 2023 - Present

IGNITE FINANCIAL

Office #1: 2616 Orchard Dr Ste C1, Cedar Falls, IA 50613
RIA
CRD#: 323489
Cedar Falls, IA
Past

November 2, 2022 - December 31, 2022

IGNITE FINANCIAL

RIA
CRD#: 323489
CEDAR FALLS, IA
Past

May 23, 2021 - December 31, 2022

BENCHMARK FINANCIAL

RIA
CRD#: 314535
CEDAR FALLS, IA
Past

November 3, 2020 - August 26, 2021

VERSIFIED INVESTING

RIA
CRD#: 289367
Clive, IA
Past

July 21, 2016 - August 26, 2021

DUNLOP FINANCIAL

RIA
CRD#: 283706
CEDAR FALLS, IA

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
Iowa
(2/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2015
Uniform Investment Adviser Law Examination

Current Firm

IF
IGNITE FINANCIAL
IGNITE FI CLUB, LLC | IGNITE FINANCIAL

CRD#: 323489 / SEC#:

Iowa
Registered Investment Advisory firm - (1/1/2023 Approved)
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Contact information

Main Address
2616 Orchard Dr Ste C1, Cedar Falls, IA 50613
Mailing Address
Phone number
(319) 230-9858
Established
Firm type
Fiscal year end
# of Employees
0

Documents

Latest Form ADV

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

IGNITE FINANCIAL

CRD#: 323489Cedar Falls, IA 50613

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