Vanguard’s personal advisor services. impact on financial services – more than cryptocurrency, blockchain and AI. In total, assets managed on digital platforms are expected to soar to $1.26.Lynn Dunston (CRD# 3186523) is an Investment Advisor Representative working at Dunston Financial Group, LLC in Denver, CO and has over 12 years of experience in the finance industry. Lynn Dunston has taken additional exams to become a Certified Financial Planner (CFP).CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board’s Fitness Standards for.”We look forward to seeing continued success for the entire USIC family supported by Partners Group, one of the leading firms in our business.” Ropes & Gray LLP and KPMG LLP are serving as legal and.Description Dunston Financial Group, LLC is a RIA based in Denver, CO with $5M in AUM and with 3 advisors nationwide . Lynn M Dunston is the majority owner of the firm and has been in this role with the firm since 2015.–(BUSINESS WIRE)–The Newport Group, Inc. and. news for plan sponsors and financial advisors, who will benefit from a powerful organization built on both firms’ deep resources.” “Our mutual goal.Welcome to Dunston Financial Group! We are a fee-only wealth management and financial planning firm that is passionate about helping people accomplish their financial goals. As a fee-only firm, we never earn sales commissions or sell financial products.Lynn Dunston is a Denver, CO fee-only financial planner.Dunston Financial Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.Be the first to write a Trusted Review of Dunston Financial Group Financial Planning and Management Services in Denver, CO. Menu. Browse Categories; Browse Recent Reviews. Be the first to write a Trusted Review of Dunston Financial Group Financial Planning and Management Services in Denver.DENVER. of Advisory group equity services (ages), all securities are offered through Advisory Group Equity Services Ltd., a registered broker-dealer, member of the Financial Industry Regulatory.Dunston Financial Group offers fee-only wealth management and financial planning for individuals and businesses.. napfa-registered financial advisor. 14143 denver West Pkwy Ste 100 Golden, CO 80401-3275 Phone: (720) 874-9769.