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Our financial advice team


Kathleen Dunnuck-Mundy, Financial Advisor serving the Lafayette, IN area - Ameriprise Advisors

Kathleen Dunnuck-Mundy

Financial Advisor

Bison Financial Group
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies

Education

  • Purdue University- Bachelor's Degree in Finance-2020

Awards & recognition

  • Bison Financial Group, Ameriprise Client Experience Award, 2022

Previous experience

  • Bison Financial Group, 5 years

Community participation

I have previously volunteered annually at the Hunger Hike, which is an event to help families in our community. I became involved with this event because since I was very young, my family has always highlighted the importance of giving back to your community.

Interests

  • Nature Walks- My husband and I really enjoy peaceful walks around our neighborhood and local parks.
  • Reading- I sincerely enjoy learning new things so all kinds of books fascinate me.
  • Baking- Making cookies and creating new recipes is such fun!