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Our financial advice team


Jack M Dunk, Private Wealth Advisor serving the Gurnee, IL area - Ameriprise Advisors

Jack M Dunk

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
ellio Wealth Advisors
43
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

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Certified Financial Planner
  • Private Wealth Advisor

Education

  • Marquette University, B.S. in Finance, 1981

Awards & recognition

  • Five Star Wealth Manager, 2012, 2014, 2017, 2020-2023
  • Ameriprise Circle of Success, 1993-2023
  • ellio Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Circle of Success Hall of Fame, 2021
  • ellio Wealth Advisors, Ameriprise Client Experience Award, 2020-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Lake County Estate Planning Council: Past President, Board Member
  • Lake County Community Foundation: Committee Member
  • Northern Illinois Food Bank Planned Giving Council: Council Member
  • Village of Gurnee Chamber of Commerce: Chamber Member
  • Financial Planning Association of Illinois: Past Board Member of the North Shore Chapter
  • Gurnee Rotary Club: 1985 - 2017 - Past Youth Exchange Officer and 2-time Past President
  • 2012-2013 Gurnee Rotary Club Rotarian of the Year

Interests

  • Bridge
  • Hockey