Dale Bunnell

Advisor at Edward Jones

Updated today

Location

Tooele, UT 84074

Credentials

Series 66

Industry experience

< 1 year

About

Dale Bunnell is a financial advisor with Edward Jones, holding a Series 66 designation and bringing experience from prior roles at Goldman Sachs, Goldenwest Credit Union, Health Care Credit Union, and Huntsman International. He has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

974 N Main

Tooele, UT 84074

Most active in

Texas · Utah

Work history

Edward Jones

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

Goldman Sachs

2022 - 2024 (2 years)

Goldenwest Credit Union

2017 - 2022 (5 years)

Health Care Credit Union

2016 - 2017 (1 year)

Huntsman International

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert H

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Grantsville, UT

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Matthew H

Series 66

Herriman, UT

Vantage Point Investments, Inc.

Matthew Hess is a financial advisor at Vantage Point Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Vantage Point Investments since 2014, following a two-year tenure at Sprout Financial LLC. Outside of advising, he is involved in custom furniture and woodworking projects and offers business consulting services related to structure, valuation, and pricing. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides ongoing portfolio management and project- or hourly-based financial planning, emphasizing individualized portfolio construction and diversified strategies including ETFs, mutual funds, individual securities, and limited options strategies.

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Philip E

Series 63, Series 66

Tooele, UT

F2 F Retirement, LLC

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Lance M

Series 63, Series 65, Series 66

Tooele, UT

F2 F Retirement, LLC

Lance Mccubbins is a financial advisor with F2 F Retirement, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with F2 F Retirement since 2011. In addition to his advisory role, he owns L7 Insurance, where he sells life insurance, annuities, and other health-related policies. F2 F Retirement primarily serves individual investors with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis, offering active strategies that may include options and margin, and provides clients with educational communications and periodic seminars.

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Scott C

Series 63, Series 65

Stansbury Park, UT

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General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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