Charles B Dunn
Investment adviser representative at Intergy Private Wealth, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$602.6MFirm assets
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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
- Pension consulting
Experience
17 years in the industry.
- Intergy Private Wealth, LLCSep 2021 to now
- Northwestern Mutual Wealth Management CompanyAug 2014 to Sep 2021
- Northwestern Mutual Life Insurance CompanyJun 2010 to Sep 2021
- Northwestern Mutual Investment Services, LLCMay 2009 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Intergy Private Wealth, LLC
$602.6MAssets managed
590Clients
5Advisers
5 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
- 5663087
- Firm CRD
- 315698