Thad Dunn Cfp®, Aif®

Thad Dunn Cfp®, Aif® Email and Phone Number

Owner and Managing Principal at Epoch Financial Group | Ex-Goldman Sachs + United Capital @ Epoch Financial Group
Thad Dunn Cfp®, Aif®'s Location
Fort Collins, Colorado, United States, United States
About Thad Dunn Cfp®, Aif®

Thad Dunn Cfp®, Aif® is a Owner and Managing Principal at Epoch Financial Group | Ex-Goldman Sachs + United Capital at Epoch Financial Group.

Thad Dunn Cfp®, Aif®'s Current Company Details
Epoch Financial Group

Epoch Financial Group

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Owner and Managing Principal at Epoch Financial Group | Ex-Goldman Sachs + United Capital
Website:
epochfg.com
Employees:
1
Thad Dunn Cfp®, Aif® Work Experience Details
  • Epoch Financial Group
    Owner And Managing Principal
    Epoch Financial Group Jul 2021 - Present
    Greater Fort Collins Area
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  • Goldman Sachs
    Vice President, Head Of Fort Collins Region
    Goldman Sachs Jun 2019 - Jun 2021
    Fort Collins, Colorado, United States
    View
  • Cetera Advisor Networks Llc
    General Securities Principal
    Cetera Advisor Networks Llc Nov 2017 - Jun 2021
    Investment Advisory services offered through United Capital Financial Advisers, LLC ("United Capital"), an investment adviser registered with the SEC. Registered Representative & Investment Advisor Representative of and offering securities and additional advisory services through Cetera Advisor Networks LLC ("Cetera"), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Visit www.FINRA.org and www.SIPC.org for Additional Information. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
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  • United Capital Financial Advisers, Llc
    Managing Director-Head Of Office Fort Collins
    United Capital Financial Advisers, Llc Jul 2010 - Jun 2019
    412 West Mountain Ave, Fort Collins, Co. 80521
    Private Wealth Counseling, Financial Planning, Institutional and Non-Profit Investment Management, Corporate Retirement Benefit ConsultingInvestment Management, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial Planning, Investments, Retirement, Asset Allocation, Asset Management, Alternative Investments, Financial Advisory, Financial Planners, Investment Strategies, Mutual Funds, Series 7, Estate Planning, Finance, IRAs, Securities, Wealth Protection
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  • Girard
    General Securities Principal
    Girard Jul 2010 - Nov 2017
    Investment Advisory services offered through United Capital Financial Advisers, LLC ("United Capital"), an investment adviser registered with the SEC. Registered Representative & Investment Advisor Representative of and offering securities and additional advisory services through Cetera Adviser Networks LLC ("Cetera"), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Visit www.FINRA.org and www.SIPC.org for Additional Information. All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
    View
  • Dunnhogerty Investment Consulting, Inc.
    Managing Partner
    Dunnhogerty Investment Consulting, Inc. Nov 2003 - Jul 2010
    Fort Collins, Colorado Area
  • Ubs Wealth Management
    Financial Advisor
    Ubs Wealth Management Jan 2001 - Nov 2003
    Fort Collins, Colorado Area
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  • Charles Schwab
    Registered Representative
    Charles Schwab Oct 1999 - Jan 2001
    Greater Denver Area
    View

Thad Dunn Cfp®, Aif® Education Details

Frequently Asked Questions about Thad Dunn Cfp®, Aif®

What company does Thad Dunn Cfp®, Aif® work for?

Thad Dunn Cfp®, Aif® works for Epoch Financial Group

What is Thad Dunn Cfp®, Aif®'s role at the current company?

Thad Dunn Cfp®, Aif®'s current role is Owner and Managing Principal at Epoch Financial Group | Ex-Goldman Sachs + United Capital.

What schools did Thad Dunn Cfp®, Aif® attend?

Thad Dunn Cfp®, Aif® attended Metropolitan State University Of Denver, Front Range Community College, University Of Northern Colorado, Colorado State University, College For Financial Planning.

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