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Gunnar Dunbar

Advisor at Cambridge Investment Research Advisors

Updated today

Location

Hazelhurst, WI

Credentials

Series 66

Industry experience

3 years

About

Gunnar Dunbar is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at RBC Capital Markets and City National Bank. Outside of his advisory work, he is involved in community organizations including serving as founder and volunteer for Lakeland Area Ducks Unlimited and as a board member of the LUHS District Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing both model portfolios and individualized strategies implemented across multiple custodians.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Retired Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated

Percentage

$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%

Commissions

Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products

Project-based

Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour

Other

Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting

Location

Hazelhurst, WI

Most active in

Texas · Wisconsin

Work history

Cambridge Investment Research, Inc.

2024 - Present (2 years)

Cambridge Investment Research Advisors

2024 - Present (2 years)

City National Bank

2023 - Present (3 years)

RBC Capital Markets

2022 - 2024 (2 years)

Self Employed

2022 - 2022 (1 year)

L3Harris

2021 - 2022 (1 year)

Allied 100

2019 - 2021 (2 years)

Murtaugh's Pub

2017 - 2022 (5 years)

Full Time Education

2014 - 2018 (4 years)

U.S NAVY Reserve

2013 - 2021 (8 years)

Minocqua-Kawagasaga Lake Protection Association

2013 - 2021 (8 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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Minocqua, WI

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Retirement income strategy Options & derivatives strategies Wealth management
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Series 66

Sayner, WI

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Dwight Kimber is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 credential and 19 years of industry experience. He has been with Silver Oak Securities since 2009. Outside of his advisory role, Kimber works as an independent insurance agent and serves as treasurer for the St. Germain Evangelical Free Church. He is also involved with the Sayner Barnstormers Snowmobile Club as a groomer and board member. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management and unified managed account programs, combining internal and third-party due diligence to tailor investment strategies to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Retirement income strategy Options & derivatives strategies Wealth management
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Theresa R

CFP®, PFS™, Series 65

Lac Du Flambeau, WI

CGN Advisors, LLC

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General retirement planning Income planning College savings (529s, UTMA, etc.)
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