
Dunncreek Advisors LLC
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Overview
2 - 9
Employees
2002
Year Founded
ABOUT DUNNCREEK ADVISORS LLC
Fiduciary fee-first planner in St. Paul, MN
Dunncreek Advisors LLC is a consultancy that consistently prioritizes the interests of its clients as a fiduciary advisor. As a fee-first advisor, the firm earns income directly from clients, ensuring that clients can rely on me for guidance aimed at achieving their objectives in an efficient and effective manner.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2002
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Advisory & Consulting
30% Financial Planning
About the Team
OUR STORY
Rooted in a family of educators, Richard F. Dunn developed a passion for impactful learning, inspiring him to found a financial planning practice centered on client education and empowerment. After graduating with a degree in Agricultural Marketing from the University of Illinois in 1985, he began his career in agricultural advertising before relocating to Saint Paul. Personal and professional experiences, including a career shift following a layoff in 2001, led him to become an independent, fiduciary financial planner. Holding CFP® and AIF® designations, Richard prioritizes his clients' interests, offering comprehensive, conservative financial strategies tailored to protect and grow their assets. He balances professional dedication with active family life in West Saint Paul, continuously advancing his expertise while fostering community connections and supporting local initiatives.