Michael Jungen, financial advisor Milwaukee WI
93 score

Michael Jungen

CRD Number: 1164260
Current Firm: Eagle Strategies LLC

Michael Jungen (CRD# 1164260) is an Investment Advisor Representative working at Eagle Strategies LLC in Milwaukee, WI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Jungen & Company Financial Advisors Milwaukee, WI Oct 2005 - Current 11
Nylife Securities Inc. Milwaukee, WI Sep 1982 - Current 34
Ny Life Ins Co Milwaukee, WI Mar 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Michael J. Jungen
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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