Elena Grace Dunn
Investment adviser representative at Foundry Financial LLC
10 yearsExperience
1 stateRegistered in
$232.6MFirm assets
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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Foundry Financial LLCMay 2025 to now
- Big Table RecordsAug 2024 to May 2026
- Summit Wealth GroupJul 2024 to Aug 2024
- University of Colorado Boulder - Leeds School of BusinessJan 2024 to Mar 2024
- University of Colorado BoulderAug 2022 to May 2026
- Leeds Honors and Scholars LLC Event PlanningAug 2022 to May 2023
- Simple Eatery & Spoon It UpMay 2021 to Sep 2021
- Buena Vista School DistrictAug 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Foundry Financial LLC
$232.6MAssets managed
184Clients
10Advisers
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
- 7953161
- Firm CRD
- 300122