Money Concepts Advisory Service

Money Concepts Advisory Service (CRD# 12963) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $1,419,163,458 in 11,428 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,419
    MILLION
  • Total Number of Accounts
    11,428
    ACCOUNTS
  • Average Account Value
    $124,183
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

Financial Advisors at Money Concepts Advisory Service
Showing 1 - 10 of 451 top financial advisors.
1
Thomas I. De Jong
CRD#: 5612385
103 South Main Ave., Sioux Center, IA 51250
100
Wealthminder
score

Thomas De Jong, M.S. (CRD# 5612385) is an Investment Advisor Representative working at Money Concepts - The Planning Firm in Sioux Center, IA and has over 7 years of experience in financial planning.

2
Angela L. Tejeda
CRD#: 4212910
11440 North Jog Road, Palm Beach Gardens, FL 33418
98
Wealthminder
score

Angela Tejeda (CRD# 4212910) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 17 years of experience in the finance industry.

3
Ronald L. Adams
CRD#: 720438
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Ronald Adams (CRD# 720438) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 27 years of experience in the finance industry. Ronald Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert G. Berger
CRD#: 1620803
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Robert Berger (CRD# 1620803) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry.

5
Cheryl A. Boyer
CRD#: 1553339
145 S. Main Street, Second Floor-suite 1, Bellefontaine, OH 43311
96
Wealthminder
score

Cheryl Boyer (CRD# 1553339) is an Investment Advisor Representative working at Money Concepts Advisory Service in Bellefontaine, OH and has over 15 years of experience in the finance industry. Cheryl Boyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Scott R. Brink
CRD#: 2309516
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Scott Brink (CRD# 2309516) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 25 years of experience in the finance industry.

7
Richard P. Bulcavage
CRD#: 1262807
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Richard Bulcavage (CRD# 1262807) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 33 years of experience in the finance industry. Richard Bulcavage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Gregory B. Cappel
CRD#: 1722117
126 S. Main St., Ste. B4, Hailey, ID 83333
96
Wealthminder
score

Gregory Cappel (CRD# 1722117) is an Investment Advisor Representative working at Money Concepts Advisory Service in Hailey, ID and has over 22 years of experience in the finance industry. Gregory Cappel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brett J. Connolly
CRD#: 4291740
Springfield, MA
96
Wealthminder
score

Brett Connolly (CRD# 4291740) is an Investment Advisor Representative working at Money Concepts Advisory Service in Springfield, MA and has over 17 years of experience in the finance industry.

10
Bert B. Cupit
CRD#: 1536171
11440 North Jog Road, Palm Beach Gardens, FL 33418
96
Wealthminder
score

Bert Cupit (CRD# 1536171) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry. Bert Cupit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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