Michael Lee Dunlop
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Retirement Planning
- Financial Planning
- Investment Management
- Business Services
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
IGNITE FI CLUB, LLC | IGNITE FINANCIAL
Contact Information
Main Address
2616 Orchard Dr Ste C1, Cedar Falls, IA 50613Phone Number
(319) 230-9858# of Employees
0Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/20/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Lee Dunlop's CRS (Customer Relationship Summary).
Services Offered by Michael
- Education Funding
- Retirement Planning
- Financial Planning
- Investment Management
- Business Services
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