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702-508-8383

Dynamic Financial Advisors

Adapting and Moving Forward, Together

Keith C Lund CFP®
CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
[email protected]
James W Schilling
LPL Registered Client Relationship Manager JamesTeamDFA.com
Carolee Bates
Client Service Manager [email protected]
Ron Klemm
Administrative Assistant
[email protected]
Keith C Lund CFP®
CERTIFIED FINANCIAL PLANNER™
LPL Financial Advisor
[email protected]
Carolee Bates
Client Service Manager [email protected]
James W Schilling
LPL Registered Client Relationship Manager [email protected]
Ron Klemm
Administrative Assistant [email protected]

NEW Address

3057 E Warm Springs Rd Suite 400
Las Vegas, NV 89120

Office: 702-508-8383
Toll Free Fax: 866-822-1108

View LPL’s Client Relationship Summary

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The LPL Financial Registered Representative associated with this site may only discuss and/or transact Brokerage securities business with residents of the following states: AZ, CA, CT, IA, MO, NV, NY, TX, UT, WA.  
Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

PRIVACY POLICY – Dynamic Financial Advisors values your trust.  We only collect and use your personal information, that you provide to us, for internal business purposes.  We do not share or sell that
information to any third parties for commercial or marketing purposes.  SMS/text messaging with us requires your active consent and phone numbers provided for the purpose of SMS are not shared