Allen Edward Dunahoo
Investment adviser representative at Fiscal Wisdom Wealth Management LLC
18 yearsExperience
1 stateRegistered in
$386MFirm assets
6 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Arete Wealth ManagementApr 2026 to now
- Fiscal Wisdom Wealth Management LLCMar 2026 to now
- Edward JonesJul 2008 to Feb 2026
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
Fiscal Wisdom Wealth Management LLC
$386MAssets managed
2,828Clients
11Advisers
6 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
- 5137316
- Firm CRD
- 168299