The Dunlap Group

CONNECT

Address:

111 University Drive East Suite 110
College Station, TX 77840

Phone:

(979)260-9629

Fax/Other:

(979)260-1043

Ernie Wright, AIF®, C(k)P®, CLU®, MBA

Ernie Wright, AIF®, C(k)P®, CLU®, MBA

Financial Advisor

Ernie Wright started Wright Financial Services in 1984 in College Station, Texas. In 2016 Dunlap Financial Services and Wright Financial Services consolidated to form The Dunlap Group; combining knowledge in order to enhance clients' experience by increasing the type and quality of services offered.
He serves as the retirement plan advisor for over 40 employer-sponsored retirement plans. These employer-sponsored plans include for-profit, non-profits and governmental agencies. He provides training and educational materials for the plans where he serves as the plan advisor. He is an Approved Vendor for ORP/TDA* accounts for TAMUS employees.  Ernie has been active in the community for many years. Currently he is serving as the Golf Tournament Chair for Voices for Children, Chamber of Commerce Lifetime Member, Mission Committee Member for First Presbyterian Church, Missionary to Peru 2014 and 2015 representing the First Presbyterian Church. Ernie is an avid runner, biker and swimmer. He has competed in over 20 marathons and several mini Triathlons. Also, Ernie has been a participant
in several MS 150's bike rides from Houston to Austin in memory of his sister-in-law who passed away from MS. Ernie and his wife, Marilyn, enjoy traveling and spending time with their grandchildren.

Ernie Wright's licenses and certifications include:

  • FINRA Securities Registered Representative States of Texas, Colorado, Michigan, North Carolina, Ohio, Pennsylvania, Virginia, Alabama, Utah & Wyoming. 

  • AIF®- Accredited Investment Fiduciary - The Accredited Investment Fiduciary (AIF) Designation represents a knowledge of and ability to apply the fiduciary practices.

  • C(k)P® - Certified 401(k) Professional This Designation is administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. The C(k)P Designation identifies financial professionals who have demonstrated the knowledge and experience to help favorably affect the outcome of corporate retirement plans, and who are authorized to use the C(k)P Designation certification mark in the USA. There are only 42 advisors in the state of Texas that have earned this certification. Web page for listing of financial advisors with this certification:

  • http://www.trau-university.com/RPT_CKP_HOLDERS/CKPRegistry.aspx

  • CLU®- Charted Life Underwriter - A professional designation for individuals who wish to specialize in life insurance and estate planning

  • TPSU Adjunct Lecturer The Plan Sponsor University www.tpsuniversity.com - The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries.

    Education: BBA Texas Tech University, Lubbock, Texas,

          MBA St. Edwards University, Austin, Texas.  

 

 

*The Lincoln Investment family of companies nor any of its representatives is affiliated with the Optional Retirement Program (ORP) or the Tax-Deferred Account (TDA) for Texas A&M University (TAMUS); and TAMUS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.  

Phone 979-260-9629
Fax 979-260-1043
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck