Kendal Dunn is a control person of Bischoff Wealth Management Group and directly owns under 5% of it. Kendal Dunn studied at the University of Indianapolis.
Bischoff Wealth Management Group is an investment adviser based in Greenwood, IN, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $222 million, as filed on 25 February 2026. Its fees, ownership and offices are on the firm’s profile.
Kendal Dunn is Chief Operations Officer of Bischoff Wealth Management Group, based in Greenwood, IN. He opens new accounts, processes distributions and asset movement requests, and manages the legal compliance of the firm's office. He has worked for the firm since December 2008, first as an intern while in college.
- CRD
- 5648146
- Firm
- Bischoff Wealth Management Group · CRD 171652
- Role
- Chief Operations Officer
- In role since
- August 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Greenwood, IN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bischoffwealth.com
Where does Kendal Dunn work?
Kendal Dunn has been Chief Operations Officer of Bischoff Wealth Management Group, LLC since August 2017, and is a control person of the firm.
How can I verify Kendal Dunn’s record?
Kendal Dunn’s role is listed on Bischoff Wealth Management Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171652.
