SCHLEGEL DUNN LLC
CRD #337990 SEC #801-134319 PLANO, TX (972) 327-3607
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
4
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHLEGEL, SCOTT, JEFFREY | I | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | C | Control |
| SCHLEGEL, SCOTT, JEFFREY | I | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | C | Control |
| SCHLEGEL, SCOTT, JEFFREY | I | CHIEF FINANCIAL OFFICER AND FINANCIAL ADVISOR | C | Control |
| SCHLEGEL, STEVEN, TODD | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL ADVISOR | C | Control |
| SCHLEGEL, STEVEN, TODD | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL ADVISOR | C | Control |
| SCHLEGEL, STEVEN, TODD | I | CHIEF EXECUTIVE OFFICER AND FINANCIAL ADVISOR | C | Control |
| DUNN, BRENT, JEROME | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | B | Control |
| DUNN, BRENT, JEROME | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | B | Control |
| DUNN, BRENT, JEROME | I | CHIEF COMPLIANCE OFFICER AND FINANCIAL ADVISOR | B | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
7160 DALLAS PARKWAYSUITE 230
PLANO, TX 75024
United States
Phone: (972) 327-3607