Dana Dunkelberger has been Managing Member & Chief Executive Officer of S & D Financial since July 2024, is a control person of the firm and directly owns 75% or more of it.
S & D Financial, L.L.C. is a San Antonio, TX firm with $134M under management, 302 clients and 5 advisers across 3 offices, as of its May 2026 filing.
Dana Dunkelberger is Founder & CEO of Reliance Financial Partners. Dunkelberger works with individuals and families on financial planning and wealth management through personalized strategies that align with their goals. Dunkelberger is a second-generation retirement specialist.
Dana Dunkelberger’s longest registration was 3 years at Coppell Advisory Solutions LLC (2021–2025). Before joining S & D Financial in 2025, Dana Dunkelberger was registered through Coppell Advisory Solutions LLC and Visionary Wealth Management, LLC.
- Coppell Advisory Solutions LLC– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 156549
- Visionary Wealth Management, LLC– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 311702
- Gibbs Wealth Management, LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 281621
Investment adviser representative registrations
Dana Dunkelberger is registered as an investment adviser representative in Texas, since February 2025.
- TexasSince 4 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dana William Dunkelberger
- CRD
- 7269035
- Firm
- S & D Financial · CRD 332415
- Role
- Managing Member & Chief Executive Officer
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reliancefinancialpartners.com
Where does Dana Dunkelberger work?
Dana Dunkelberger has been Managing Member & Chief Executive Officer of S & D Financial, L.L.C. since July 2024, and is a control person of the firm.
Is Dana Dunkelberger a financial advisor?
Yes. Dana Dunkelberger has a current investment-adviser registration in Texas, through S & D Financial since February 2025.
How many years of experience does Dana Dunkelberger have?
Dana Dunkelberger has 6 years in the financial industry, since July 2020, across 4 adviser firms.
What exams has Dana Dunkelberger passed?
Dana Dunkelberger passed the Series 65 in June 2020.
Where did Dana Dunkelberger work before S & D Financial?
Before S & D Financial, Dana Dunkelberger was registered through Visionary Wealth Management, LLC, April 2021 to August 2021; Gibbs Wealth Management, LLC, July 2020 to November 2021.
Is Dana Dunkelberger registered with FINRA?
No. Dana Dunkelberger has no current broker registration.
How can I verify Dana Dunkelberger’s record?
Search CRD 7269035 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dana Dunkelberger’s full registration record.