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Christian Dunker

9 Years of Experience
Overland Park, KS

Christian Dunker is a registered investment advisor at Financial Partners Group, INC., based in Overland Park, KS, with 9 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,146 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$849K average
Assets Under Management
$973.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

FPG charges a percentage of your portfolio's value annually for investment management services. This fee covers investment advice, trading, and ongoing account maintenance. The specific fee is outlined in your Investment Advisory Agreement and can vary based on the size and complexity of your portfolio. FPG's maximum annual advisory fee is 1.25%. Fees are typically deducted from your account by the custodian, but you can also pay by check.

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Location

10925 Antioch Road, Suite 100, Overland Park, KS, 66210

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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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Employment History
Current Registrations
Financial Partners Group, INC.
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Pruco Securities, LLC.Broker
November 2016 - January 2020 · 3 yrs 2 mos
State Registrations2 states
KSMO
Advisor

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.

Exams
No exam information available for this advisor.
Christian Dunker - Financial Advisor | TrueAdvisor