Allen Edward Dunahoo

Employer firm

Fiscal Wisdom Wealth Management LLC CRD 168299

$386M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• SOLICITOR TO OTHER IA'S

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

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

Current Employers

Employment History

• 07/2008 → 02/2026
  Edward Jones
  St. Louis, MO
• 04/2026 → Present
  Arete Wealth Management
  Chicago, IL
• 03/2026 → Present
  Fiscal Wisdom Wealth Management Llc
  Canton, CT

Previous Registrations

• 2008-07-28 → 2026-03-23
  Edward Jones
  St Louis, MO
  Bantam, CT
• 2008-06-02 → 2008-07-30
  Principal Securities, Inc.
  Waltham, MA
• 2006-08-08 → 2008-04-03
  Citigroup Global Markets Inc.
  West Hartford, CT

Other Businesses

Fiscal Wisdom, dba, Investment Professional; Canton, Connecticut 06019; 160 hours per month during trading hours. Start date: 04/2026.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-07

Other Names

• Allen Dunahoo
• Allen Edward Dunahoo
• Allen Edward Turton Dunahoo