WebCharles Dunn (CRD# 5663087) is an Investment Advisor Representative working at Intergy Private Wealth, LLC in Colorado Springs, CO and has over 13 years of experience in the finance industry. Charles Dunn has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive CFP Certification … WebOct 5, 2024 · Team Previously Managed Approximately $300 million in Client Assets; One of the Only Independent Firms Offering Multi-Family Office Services in Colorado Springs, CO A Colorado Springs financial ...
The Team - Intergy Private Wealth
[email protected] Office: 719.413.8823 Geoffrey Schaefer CFP ® Wealth Advisor Geoffrey Schaefer has worked with Charlie Dunn and Mark Perrault since 2024 as a wealth management advisor on their team at Northwestern Mutual, which he joined three years earlier as a financial advisor. WebIntergy Private Wealth 197 Follower:innen auf LinkedIn. Successful financial planning requires a balance between the heart and the math. Intergy Private Wealth was founded in 2024 by Mark Perrault, CFP®, RICP®, MBA, and Charlie Dunn, CFP®, RICP®, whose partnership began formally in 2016. At the launch of our firm, Mark and Charlie were … twin heavy bolter
May 5, 2024 Ziegfeld Ballroom New York City - thefcs.org
WebOct 5, 2024 · In 2024, Charlie Dunn and Mark Perrault co-founded Intergy Private Wealth, an independent registered investment adviser created to help successful individuals, … WebIntergy Private Wealth is an independent wealth management firm working with successful individuals, families, and foundations. Intergy Private Wealth was founded in 2024 by Mark Perrault, CFP®, RICP®, MBA, … WebMercury Network provides lenders with a vendor management platform to improve their appraisal management process and maintain regulatory compliance. tainiomania pirates of caribbean 1