GD
Geoffrey R. Dunmore
KEATING FINANCIAL ADVISORY SERVICES
Verona, WI
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CRD#: 7062386
GD
Professional summary
Geoffrey Richard Dunmore, CFP®, CPWA®, who also goes by Geof Dunmore, Geoffrey R Dunmore, is a registered financial advisor currently at KEATING FINANCIAL ADVISORY SERVICES located in Verona, Wisconsin.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Geoffrey has worked at 4 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Geof Dunmore | Geoffrey R Dunmore
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.
Purposeful Wealth Advisors, 2630 W. Bradley Place, Suite C, Chicago, Illinois 60618, Not Investment Related, Advisor, DBA/Support Company, A division of Keating & Associates, Inc., providing financial planning and investment management through its affiliation with RJ; 160 hrs/mo devoted and 120 hrs/mo during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Richard Dunmore'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®
CPWA®
Start date: 2014-04-23
Expire date: 2024-03-31
Experience
Current
September 11, 2025 - Present
KEATING FINANCIAL ADVISORY SERVICES
RIA
CRD#: 142772
Verona, WI
Past
May 17, 2022 - July 1, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
CHICAGO, IL
Past
April 19, 2022 - July 1, 2025
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Verona, WI
Past
January 10, 2019 - December 2, 2021
FILBRANDT WEALTH MANAGEMENT, LLC
RIA
CRD#: 291914
MIDDLETON, WI
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".
KF
KEATING FINANCIAL ADVISORY SERVICES
CONVERSE TEAM | WEDDLE TEAM | STEADFAST WEALTH GROUP | PURPOSEFUL WEALTH ADVISORS | PISCES WEALTH TEAM | KEATING KC | KEATING FINANCIAL ADVISORY SERVICES, INC. | KEATING FINANCIAL ADVISORY SERVICES, INC | KEATING FINANCIAL ADVISORY SERVICES | KEATING & ASSOCIATES | HILLSIDE WEALTH | FIRESIDE WEALTH PLANNING SOLUTIONS
CRD#: 142772 / SEC#: 801-126770
RIA
Registered Investment Advisory firm - (10/21/2022 Approved)Illinois
Registered Investment Advisory firm - (1/20/2023 Terminated)Kansas
Registered Investment Advisory firm - (1/20/2023 Terminated)Missouri
Registered Investment Advisory firm - (12/4/2015 Terminated)Nebraska
Registered Investment Advisory firm - (4/26/2012 Terminated)Texas
Registered Investment Advisory firm - (1/20/2023 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 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
Texas(9/11/2025)
IAR
Wisconsin(9/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
KF
KEATING FINANCIAL ADVISORY SERVICES
CONVERSE TEAM | WEDDLE TEAM | STEADFAST WEALTH GROUP | PURPOSEFUL WEALTH ADVISORS | PISCES WEALTH TEAM | KEATING KC | KEATING FINANCIAL ADVISORY SERVICES, INC. | KEATING FINANCIAL ADVISORY SERVICES, INC | KEATING FINANCIAL ADVISORY SERVICES | KEATING & ASSOCIATES | HILLSIDE WEALTH | FIRESIDE WEALTH PLANNING SOLUTIONS
CRD#: 142772 / SEC#: 801-126770
RIA
Registered Investment Advisory firm - (10/21/2022 Approved)Illinois
Registered Investment Advisory firm - (1/20/2023 Terminated)Kansas
Registered Investment Advisory firm - (1/20/2023 Terminated)Missouri
Registered Investment Advisory firm - (12/4/2015 Terminated)Nebraska
Registered Investment Advisory firm - (4/26/2012 Terminated)Texas
Registered Investment Advisory firm - (1/20/2023 Terminated)Washington
Registered Investment Advisory firm - (12/10/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1011 Poyntz Avenue, Manhattan, KS 66502
Mailing Address
Phone number
(785) 537-0366
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 330,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
