Gunnar Dunbar
Gunnar Dunbar is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Hazelhurst, WI, with 3 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Hazelhurst, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gunnar is a founder and volunteer for Lakeland Area Ducks Unlimited and a board member and volunteer for LUHS District Foundation. He also works nearly full-time as an advisory representative of a registered investment advisor (RIA) called CIRA and spends about a quarter of his time as the owner of Revolution Wealth Services.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations9 states
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