Dana William Dunkelberger
Investment adviser representative at Reliance Wealth Management
16 yearsExperience
1 stateRegistered in
$134.2MFirm assets
Under 1 yearFirm 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 assets
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.
- Reliance Wealth ManagementSep 2024 to now
- Reliance Financial PartnersJan 2010 to now
- Coppell Advisory Solutions LLCAug 2021 to Sep 2024
- Visionary Wealth Management, LLCDec 2020 to Jul 2021
- Gibbs Wealth Management, LLCJul 2020 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Reliance Wealth Management
Legal name: S & D Financial, L.L.C.
$134.2MAssets managed
302Clients
7Advisers
Under 1 yearIn 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
- 7269035
- Firm CRD
- 332415