Hunter Mang (CRD# 6979954) is an Investment Advisor Representative working at Captrust in Chesterton, IN and has over 5 years of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Capfinancial Partners Llc (captrust) | Raleigh, NC | May 2020 - Current | 4 |
Capfinancial Securities LLC | Raleigh, NC | May 2020 - Current | 4 |
First Allied Securities, Inc. | San Diego, CA | Nov 2018 - May 2020 | 1 |
Lakeside Wealth Management | Chesterton, IN | Jul 2018 - May 2020 | 1 |
First Allied Securities, Inc. | Chesterton, IN | Jul 2018 - May 2020 | 1 |
Full-time Education | Chesterton, IN | Nov 2008 - Jul 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2018 |
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- IN
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Total Assets Under Management852,173MILLIONS
-
Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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