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Hannah Dunn

Investment adviser representative at Trueblood Wealth Management in Lima, OH

Investment adviser registrationUpdated

Hannah Dunn is an investment adviser representative at Trueblood Wealth Management, LLC, an investment adviser managing $474M, and works from its Lima, OH office. Hannah Dunn has been registered through Trueblood Wealth Management since 27 August 2025, has 1 year in the industry across 1 firm and has passed the Series 65.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Hannah Dunn has been an investment adviser representative at Trueblood Wealth Management since August 2025, and is not listed among the firm’s executive officers or direct owners.

Trueblood Wealth Management, LLC is a Lima, OH firm with $474M under management, 346 clients and 2 advisers in one office, as of its August 2026 filing.

  1. – present · 1 year
    Lima, OH · Adviser representative · Firm CRD 321659

Credentials and registrations

Investment adviser representative registrations

Hannah Dunn is registered as an investment adviser representative in Ohio, since August 2025.

  • OhioSince 27 August 2025

Examinations

Series 6525 August 2025
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8133687
Firm
Trueblood Wealth Management · CRD 321659
Office
2651 SHAWNEE RD, Lima, OH 45806
Registration
Investment adviser registration
In the industry since
August 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Hannah Dunn work?

Hannah Dunn is an investment adviser representative registered through Trueblood Wealth Management, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Hannah Dunn a financial advisor?

Yes. Hannah Dunn has a current investment-adviser registration in Ohio, through Trueblood Wealth Management since August 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Hannah Dunn have?

Hannah Dunn has 1 year in the financial industry, since August 2025, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Hannah Dunn passed?

Hannah Dunn passed the Series 65 in August 2025.

Source: IAPD individual record, checked 23 October 2026

Where is Hannah Dunn based?

Hannah Dunn’s registered office is in Lima, OH.

Source: IAPD individual record, checked 23 October 2026

Is Hannah Dunn registered with FINRA?

No. Hannah Dunn has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Hannah Dunn’s record?

Search CRD 8133687 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hannah Dunn’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Trueblood Wealth Management

Sources

  1. IAPD individual record, CRD 8133687, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Trueblood Wealth Management, LLC, filed 25 August 2026. Executive officers and direct owners; this person is not among them.