Michael Bunzel (CRD# 7497968) is an Investment Advisor Representative working at Intervest International, Inc. in Wauwatosa, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intervest International Equities Corp | Colorado Springs, CO | Sep 2022 - Current | 1 |
| Raymond James & Associates, Inc. | Waukesha, WI | Feb 2022 - Sep 2022 | < 1 |
| Independent Investor | Wauwatosa, WI | May 2021 - Feb 2022 | < 1 |
| Astra Zeneca | Wilmington, DE | Feb 2018 - May 2021 | 3 |
| Alk | Round Rock, TX | Aug 2017 - Feb 2018 | < 1 |
| Teva Pharmaceuticals | Horsham, PA | Aug 2006 - May 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- WI
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts356ACCOUNTS
-
Average Account Value$112,171
- 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
- Selection of other advisers (including private fund managers)
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, WA, WI, WV
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