Joseph Munger (CRD# 1348747) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 39 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6621851
Robert W. Baird & Company Incorporated
CRD# 5319186
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Eau Claire, WI | May 2011 - Current | 12 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Eau Claire, WI | Sep 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
- TX
- WI
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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