Kerri Lynn Dunn
Investment adviser representative at Kingsbridge Wealth Management, Inc.
16 yearsExperience
3 statesRegistered in
$469.3MFirm assets
14 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Kingsbridge Wealth Management, Inc.Oct 2012 to now
- Kingsbridge CompaniesSep 2010 to now
- Kingsbridge Trust CompanySep 2010 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, TX).
Kingsbridge Wealth Management, Inc.
$469.3MAssets managed
52Clients
5Advisers
14 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
- 5516468
- Firm CRD
- 165560