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Michael Shannon Lunsford

Lunsford Financial Planning, Inc.

Lafayette, CO

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Current Employers
Lunsford Financial Planning, Inc.

357 S. Mccaslin Blvd Suite 200, Louisville, CO 80027 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-17
TX RA APPROVED_RES 2023-07-31
  • CO RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED_RES
    Since 2023-07-31

Branch Locations

Lafayette, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lunsford Financial Planning Lafayette CO 08/2003 Present
  • 08/2003 → Present
    Lunsford Financial Planning
    Lafayette, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-15
  • S65 Uniform Investment Adviser Law Examination
    2003-09-15
Designations

View on SEC IAPD

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