Craig Dunn
Craig Dunn is a registered investment advisor at Lasalle St. Investment Advisors, L.L.C., based in Kokomo, IN, with 43 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 11,941 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiable for accounts over $10,000,001. This schedule is for the LaSalle St. Asset Management Program (LAMP). LSIA also has a separate fee schedule for Managed Programs.
Fee Estimator
Location
1213 E. Hoffer St, Kokomo, IN, 46902
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2002Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Craig uses Criag Dunn Enterprises, Inc. to operate and manage income from other businesses. He also sells fixed insurance and is affiliated with Liberty Financial Group, Inc.
Employment History
Current Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Previous Registrations
Liberty Financial Advisors, LLC
Spelman & CO., INC.Broker
First Affiliated Securities, INC.Broker
First Affiliated Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.