Michael Dunlop, CFP® Benchmark FInancial

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About Michael Dunlop, CFP®

I retired from the Air Force in 2014 and went back to school as a non-traditional student at the University of Northern Iowa. There, I obtained a bachelor’s degree in accounting and started working in the field immediately. A few years later I developed a strong interest in investing and personal finance, which became the foundation for what was to come next.

As time continued, I realized I was not only interested in personal finance and the markets, but that I was passionate about helping others achieve their financial goals. This realization catapulted me toward obtaining my CERTIFIED FINANCIAL PLANNER™ license and starting my own financial advising firm, Benchmark Financial.

Although my firm is based in Cedar Falls, IA, I help individuals, families, and business owners across the country. I enjoy guiding my clients through the financial planning process as we identify their goals and create a plan to achieve them.

Read Michael’s blog here: https://www.benchfn.com/articles

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Hourly Fee: $150+/hr
  • Assets Under Management: 0.85%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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