Wendell Bunch (CRD# 5232466) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Elizabethtown, KY and has over 16 years of experience in the finance industry.
CRD# 4908779
J.p. Morgan Securities LLC
CRD# 5533580
Lpl Financial LLC
CRD# 4737382
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Feb 2022 - Current | 2 |
| Cetera Investment Advisers LLC | Glasgow, KY | Feb 2022 - Current | 2 |
| Abound Credit Union | Glasgow, KY | Mar 2021 - Current | 3 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jan 2021 - Feb 2022 | 1 |
| Cuna Mutual Group | Waverly, IA | Jan 2021 - Feb 2022 | 1 |
| Unemployed | Glasgow, KY | Aug 2020 - Jan 2021 | < 1 |
| Fifth Third Securities | Venice, FL | Jun 2018 - Aug 2020 | 2 |
| Fifth Third Bank | Venice, FL | Jun 2018 - Aug 2020 | 2 |
| Global Motor Sports | Brentwood, TN | Feb 2018 - Jun 2018 | < 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jul 2017 - Feb 2018 | < 1 |
| Southeast Financial Cu | Brentwood, TN | Jul 2017 - Feb 2018 | < 1 |
| Fifth Third Securities | Fort Myers, FL | Jan 2008 - Jul 2017 | 9 |
| Fifth Third Bank | Fort Myers, FL | Oct 2007 - Jul 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- KY
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
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, VI, VT, WA, WI, WV, WY
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