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Chief Operations Officer · Bischoff Wealth Management Group, LLC

Kendal T. Dunn

CRD 5648146 · Named on Form ADV at one SEC-registered adviser

At a glance

Bischoff Wealth Management Group, LLC, an SEC-registered wealth manager based in Greenwood, IN with $222 million in regulatory assets, lists Kendal T. Dunn on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

AtlasMembers

Kendal’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brian R. BischoffManaging Member and Chief Compliance Officer, Bischoff Wealth Management Group, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kendal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.