Kevin M. Dunford

BETTER WORLD PLANNING

SNOWFLAKE, AZ

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CRD#: 6704422

Professional summary

Kevin Max Dunford, CFP®, who also goes by Kevin Max Dunford, Kevin Dunford, is a registered financial advisor currently at BETTER WORLD PLANNING 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 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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 a Tax Preparer with Intuit. This is not investment related. The address is 2700 Coast Ave Mountain View, CA 94043. Intuit is tax preparation company. This activity started in January 2024. Kevin Dunford devotes approximately 20 hours per week during the season which runs December through April. Approximately 5 of those hours are during trading hours. This position involves preparing tax returns for clients of Intuit.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Max 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®

CFP^®

Certified Financial Planner

Experience

Current

October 11, 2024 - Present

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

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.

CRD#: 5393

Phoenix, AZ

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
(10/11/2024)

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

State Security Law Exam

IAR

Series 65

Date: 2/17/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2018

General Securities Representative Examination

Current Firm

BETTER WORLD PLANNING

BETTER WORLD PLANNING | BETTER WORLD PLANNING LLC

CRD#: 333145 / SEC#:

Arizona

Registered Investment Advisory firm - (10/11/2024 Approved)

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Contact information

Main Address

Snowflake, AZ

Mailing Address

Phone number

(928) 243-6711

Established

Firm type

Fiscal year end

# of Employees

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.

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Firm Stability Insights

Kevin M. Dunford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Max Dunford's CRS (Customer Relationship Summary).

Certified licenses

Experience

BETTER WORLD PLANNING

SWITCHPOINT FINANCIAL PLANNING LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2021

Series 63

Date: 11/2/2018

SIE

Date: 10/19/2018

Series 7

Date: 10/18/2018

Current Firm

BETTER WORLD PLANNING

Contact information

Documents

Red Flags

Company Information

BETTER WORLD PLANNING

TRUST BUT VERIFY

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