DD
CFP · PFS
DD
CFP · PFS

David Lahmer Dunn

36 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

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Location

10900 NE 4th Street Suite 2300, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David operates David Dunn Wealth, LLC as a DBA for advisory work, dedicating full-time hours during trading hours. He also owns rental houses through Norton Lakes, LLC, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
The Fiduciary Alliance
May 2025 - Present · 9 mos
Previous Registrations
Capital Planning, LLC
January 2014 - May 2025 · 11 yrs 4 mos
Financial Network Investment Corporation
May 1999 - December 2008 · 9 yrs 7 mos
Capital Planning CORP
April 1989 - January 2014 · 24 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.