Stephanie A Dunbar
Investment adviser representative at Dakota Wealth, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.9BFirm 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 assetsFixed 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
11 years in the industry.
- Dakota Wealth, LLCApr 2025 to now
- Hightower Advisors, LLCJun 2023 to Apr 2025
- Vigilant Wealth ManagementSep 2018 to Jun 2023
- Perspecta TrustOct 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, MA).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 7497525
- Firm CRD
- 297987