Richard Wunderlich, financial advisor Minerva OH

Richard Wunderlich

CRD Number: 1395400
Current Firm: Efs Investment Advisors LLC

Richard Wunderlich (CRD# 1395400) is an Investment Advisor Representative working at Efs Investment Advisors LLC in Minerva, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Evanich Accounting & Tax LLC Minerva, OH Sep 2017 - Current 4
Mariner Investment Group Minerva, OH Jul 2017 - Current 4
Efs Investment Advisors LLC Cleveland Hts, OH Mar 2017 - Current 4
Nb Re Advisors LLC Solon, OH Jul 2011 - Current 10
Evergreen Financial Services, LLC Cleveland, OH Jan 2005 - Current 17
America Northcoast Securities. Inc. Cleveland, OH Aug 2014 - Jul 2017 2
Arbor Court Capital LLC Cleveland, OH Jan 2014 - Nov 2015 1
Diamonds & Wunder Farm, Inc. North Benton, OH Nov 1992 - Dec 2012 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Sep 2005
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard L. Wunderlich
Phone Number: 440-759-0318
Firm Website: https://www.efsia.com
Registered State(s):
  • OH
  • TX
Current Firm Details
Efs Investment Advisors LLC
Firm's CRD Number: 284994
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
Types of Clients
Registered States

OH, TX

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