Kristin Dunlevy's Contact Details

Kristin Dunlevy's Company Details

ProCourse Fiduciary Advisors

Carmel, IN, US • 20 - 49 Employees
Financial Services

We work with for-profit, non-profit and governmental organizations to manage their retirement plans. Our work frees you up to focus on other things. Whether you need support with investments, financial wellness, or anything in between, we got your back.ProCourse specializes in investment advisory and financial wellbeing programs. Our firm exists to make a difference: in our community, with our clients and ultimately their employees. At the end of the day, we want to improve the financial health of those we work with. As an independent Registered Investment Advisor, our advice is fee-only. We receive compensation for our consulting services solely from our clients and no other sources. The members of our team have been providing retirement plan investment advisory services since 1998. ProCourse Fiduciary Advisors is registered with the Securities and Exchange Commission (SEC). For more information about ProCourse, please visit our website. www.ProCourseAdv.com. You may also find out more at www.adviserinfo.sec.gov