Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIEDRebecca Gill
LPL Financial -Dunlap Gill Wealth Management Group, Inc
Cortez, FL 34215
317-770-2266
About LPL Financial -Dunlap Gill Wealth Management Group, Inc
Welcome to Dunlap Gill Wealth Management Group. Through our website, we hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial fitness. We're here to help educate you about the basic concepts of wealth coaching and wealth management.
See Disclosures
General Information
Firm Start Year
1926
CRD#
3168794
Firm CRD#
6413
Years of Experience in Financial Services
26
Number of Years with Current Firm
16
Work Experience
Chief Operating Officer
Dunlap Gill Wealth Management Group, Inc.
Dec 2013 - Present · 12 yrs 4 mos
14074 Trade Center Drive, Suite 110, Fishers, IN 46038
Practice developer focusing on building client relationships and planning based money management.
Assisting business owners and individuals with defining their goals and the essential planning that takes place in managing their wealth.
Specializing in assisting individuals experiencing a life transition such as career change, divorce, or widowhood.
Our company offers a full range of planning services including:
" Portfolio Analysis
" Investment Planning
" Retirement and Social Security Planning
" Estate Planning
" Education Planning
" Insurance Planning
" Income Tax Planning
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Investment Advice & Management, Financial Advice & Consulting
Services
Investment Types
Mutual Funds, Stocks, Annuities, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPA, PFS™
Securities Licenses
Series 65, Series 7
Insurance and Annuity Licenses
Life, Annuity
Firm Information
Total Assets Under Management by Advisor
$72 Million
Compensation and Fees
Compensation Methods
Based on Assets
Education
Bachelor of Science - Accounting and Marketing
Ball State University
1989 -1992
Disclosures
p>RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf