Neil Vonfeldt (CRD# 2451760) is an Investment Advisor Representative working at Mha Financial Corp in Melbourne, FL and has over 29 years of experience in the finance industry.
CRD# 4663372
Financial Analytics, LLC
CRD# 6460991
Financial Life Focus, LLC
CRD# 2471249
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Four Points Capital Partners LLC | New York, NY | Jan 2019 - Current | 5 |
| Mha Financial Corp | Westwood, MA | Mar 2005 - Current | 19 |
| Mha Financial Corp | Westwood, MA | Oct 2004 - Dec 2018 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management85MILLIONS
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Total Number of Accounts126ACCOUNTS
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Average Account Value$673,884
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MA, NJ, NY, TX
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