KD
Kevin Dunford
BOLDIN ADVISORS
Snowflake, AZ
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CRD#: 6704422
KD
Kevin DunfordBOLDIN ADVISORS
Professional summary
Kevin Dunford, CFP®, who also goes by Kevin Max Dunford, Kevin Dunford, is a registered financial advisor currently at BOLDIN ADVISORS located in Snowflake, Arizona.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kevin has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Kevin Max Dunford | Kevin Dunford
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.
Kevin Dunford is currently Owner of KJD Investments LLC, a business brokerage account use to trade options. This activity accounts for approximately 5% of his time. Kevin Dunford is the Founder of Omega Tech Ventures, Inc. This is not investment related. The address is 371 S. Otto Dr, Snowflake, AZ 85937. The nature of business is CRM and Fintech. This activity started in May 2026. Kevin devotes approximately 120 hours per month, with approximately 50 hours during trading hours. As the founder of Omega Tech Ventures Inc., Kevin creates software for financial advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Dunford'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®
Experience
Current
September 11, 2026 - Present
BOLDIN ADVISORS
RIA
CRD#: 294881
Snowflake, AZ
Past
October 11, 2024 - July 13, 2026
BETTER WORLD PLANNING
RIA
CRD#: 333145
SNOWFLAKE, AZ
Past
August 4, 2022 - November 10, 2023
SWITCHPOINT FINANCIAL PLANNING LLC
RIA
CRD#: 282856
Coram, MT
Past
February 28, 2022 - July 20, 2022
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
COLUMBUS, OH
Past
February 28, 2022 - July 20, 2022
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
COLUMBUS, OH
Past
February 18, 2021 - May 18, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Phoenix, AZ
Past
October 18, 2018 - May 18, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Phoenix, AZ
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".
BA
BOLDIN ADVISORS
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
CRD#: 294881 / SEC#: 801-132987
RIA
Registered Investment Advisory firm - (6/12/2025 Approved)Arizona
Registered Investment Advisory firm - (7/10/2025 Terminated)California
Registered Investment Advisory firm - (8/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/10/2025 Terminated)Florida
Registered Investment Advisory firm - (7/10/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (7/10/2025 Terminated)Minnesota
Registered Investment Advisory firm - (7/10/2025 Terminated)Nebraska
Registered Investment Advisory firm - (7/10/2025 Terminated)New York
Registered Investment Advisory firm - (7/10/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/16/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/10/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/11/2025 Terminated)Texas
Registered Investment Advisory firm - (7/10/2025 Terminated)Vermont
Registered Investment Advisory firm - (7/10/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/12/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/10/2025 Terminated)Wyoming
Registered Investment Advisory firm - (7/10/2025 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
Arizona(9/22/2026)
IAR
Texas(9/11/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BA
BOLDIN ADVISORS
BOLDIN ADVISORS | NEWRETIREMENT ADVISORS, LLC | NEWRETIREMENT ADVISORS
CRD#: 294881 / SEC#: 801-132987
RIA
Registered Investment Advisory firm - (6/12/2025 Approved)Arizona
Registered Investment Advisory firm - (7/10/2025 Terminated)California
Registered Investment Advisory firm - (8/9/2025 Terminated)Colorado
Registered Investment Advisory firm - (7/10/2025 Terminated)Florida
Registered Investment Advisory firm - (7/10/2025 Terminated)Illinois
Registered Investment Advisory firm - (7/10/2025 Terminated)Louisiana
Registered Investment Advisory firm - (7/10/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (7/10/2025 Terminated)Minnesota
Registered Investment Advisory firm - (7/10/2025 Terminated)Nebraska
Registered Investment Advisory firm - (7/10/2025 Terminated)New York
Registered Investment Advisory firm - (7/10/2025 Terminated)North Carolina
Registered Investment Advisory firm - (7/16/2025 Terminated)Ohio
Registered Investment Advisory firm - (7/10/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/11/2025 Terminated)Texas
Registered Investment Advisory firm - (7/10/2025 Terminated)Vermont
Registered Investment Advisory firm - (7/10/2025 Terminated)Virginia
Registered Investment Advisory firm - (7/12/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (7/10/2025 Terminated)Wyoming
Registered Investment Advisory firm - (7/10/2025 Terminated)Loading...
Contact information
Main Address
1 Belvedere Place Suite 200, Mill Valley, CA 94941
Mailing Address
Phone number
(415) 462-5665
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (45 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
