Addison Nicole Dunbar

Employer firm

Rockefeller Financial LLC CRD 291361

$99.6B regulatory AUM 223 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 05/2025
  University Of Arizona
  Tuscon, AZ
• 05/2024 → 08/2024
  Northern Trust
  Tempe, AZ
• 05/2022 → 08/2023
  Grinders Stonewall Pizza
  Lenexa, KS
• 08/2021 → 05/2025
  Bee Organized
  Phoenix, AZ
• 08/2017 → 07/2021
  Shawnee Mission East High School
  Prairie Valley, KS
• 06/2015 → 07/2017
  Unemployed
  Leawood, KS
• 06/2025 → 07/2025
  Unemployed
  Denver, CO
• 07/2025 → 01/2026
  Equitable Advisors, Llc
  Greenwood Village, CO
• 01/2026 → Present
  Rockefeller Financial Llc
  Denver, CO

Previous Registrations

• 2025-07-31 → 2026-01-08
  Equitable Advisors, Llc
  Greenwood Village, CO
  Denver, CO
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-06-11

Other Names

• Addison Dunbar
• Addie Dunbar