Elena Dunn has been an investment adviser representative at Foundry Financial since September 2026, and is not listed among the firm’s executive officers or direct owners. Elena Dunn studied at the University of Colorado Boulder.
Foundry Financial LLC is a Pasadena, CA firm with $233M under management, 184 clients and 10 advisers across 11 offices, as of its September 2026 filing.
Elena Dunn is a Financial Planning Associate at Foundry Financial, which she joined in the summer of 2025. She works closely with her advisor to help build comprehensive, adaptable plans for clients, and her areas of focus include presentation creation and process improvement.
- Foundry Financial LLCCurrent– present · under a yearBuena Vista, CO · Adviser representative · Firm CRD 300122
Investment adviser representative registrations
Elena Dunn is registered as an investment adviser representative in Colorado, since September 2026.
- ColoradoSince 20 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elena Grace Dunn
- CRD
- 7953161
- Firm
- Foundry Financial · CRD 300122
- Office
- Buena Vista, CO
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foundryfinancial.org
Where does Elena Dunn work?
Elena Dunn is an investment adviser representative registered through Foundry Financial LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Elena Dunn a financial advisor?
Yes. Elena Dunn has a current investment-adviser registration in Colorado, through Foundry Financial since September 2026.
How many years of experience does Elena Dunn have?
Elena Dunn has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Elena Dunn passed?
Elena Dunn passed the Series 65 in September 2026.
Where is Elena Dunn based?
Elena Dunn’s registered office is in Buena Vista, CO.
Is Elena Dunn registered with FINRA?
No. Elena Dunn has no current broker registration.
How can I verify Elena Dunn’s record?
Search CRD 7953161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elena Dunn’s full registration record.
