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Kevin Dunn

(406) 449-2711

(866) 550-1462

I’m a fourth generation Montanan who was born and raised in Helena.  After graduating from college at Eastern Montana College in Billings, I spend 17 years working for a Fortune 500 company consulting with and serving financial institutions throughout Montana, Northern Wyoming, and the Panhandle of Idaho.  

In 2002, I changed careers and began working directly with families, individuals, and small businesses in addressing their insurance and risk management needs as an agent with a regional insurance company.  This was a step toward my life-long goal of helping individuals with their overall financial planning and investing needs.

I realized after two years that I could offer my clients greater value as an “independent” advisor and joined a small, regional broker-dealer – Brecek & Young Advisors, Inc.  This gave me the flexibility to provide a broader assortment of investment products, insurance options, and truly independent advice.  It helped me to offer my clients services that were based on “their needs” without regard to company quotas.   

“Dunn Financial Solutions, LLC” was officially established in 2006.  Brecek & Young Advisors was later acquired by LPL Financial and the services and support available to my practice and my clients grew broader and stronger.  Independence to develop strategies and offer options to my clients using a tremendous selection of investment products, advisory platforms, and planning tools available has grown stronger.  

Throughout my career as a financial professional, I have been committed to helping hundreds of Montanans in their quest for financial independence.  “Advice with the heart of a teacher” was a principle adopted as a recommended Investment Provider by a nationally known spokesperson.  It was not just a slogan, it has continued to be a commitment.  

Perhaps the most important benefit I offer my clients is the opportunity to receive clear and easily understood explanations of financial products and services.  The personalized programs that I provide are road maps to working toward a more secure financial future.  

I look forward to helping you strengthen your financial future!