Paul W. Dunckel

SYMAN-DEGLER GROUP

Eugene, OR 97401

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CRD#: 7451760

Professional summary

Paul Wayne Dunckel, CFP® is a registered financial advisor currently at SYMAN-DEGLER GROUP, LLC located in Eugene, Oregon.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 1 firm .

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Wayne Dunckel'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: 2021

Experience

Current

October 19, 2021 - Present

SYMAN-DEGLER GROUP, LLC

Office #1: 1163 Olive Street #100, Eugene, OR 97401

RIA

CRD#: 295679

Eugene, OR

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

California
(8/3/2023)

IAR

Oregon
(10/19/2021)

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

Current Firm

SYMAN-DEGLER GROUP, LLC

SYMAN-DEGLER FINANCIAL, LLC | SYMAN-DEGLER GROUP, LLC

CRD#: 295679 / SEC#: 801-113268

RIA

Registered Investment Advisory firm - (6/19/2019 Terminated)

California

Registered Investment Advisory firm - (8/3/2023 Approved)

Oregon

Registered Investment Advisory firm - (5/17/2019 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1163 Olive Street #100, Eugene, OR 97401

Mailing Address

Phone number

(541) 345-9681

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	420
AUM (Assets Under Management)	$ 48,282,592

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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Paul W. Dunckel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Wayne Dunckel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMAN-DEGLER GROUP, LLC

State Registrations and Notice Filings

Exams

Current Firm

SYMAN-DEGLER GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SYMAN-DEGLER GROUP, LLC

TRUST BUT VERIFY

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