Cassondra Jo Dunning
Investment adviser representative at Private Client Services, LLC
21 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Private Client Services, LLCOct 2019 to now
- Robert W. Baird & Co. IncorporatedOct 2019 to Oct 2019
- J.J.B. Hilliard, W.L. Lyons, Inc.Feb 1998 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4159925
- Firm CRD
- 120222