John Bunch, financial advisor Sunnyvale CA
93 score

John Bunch

CRD Number: 1908764
Current Firm: Financial Engines Advisors LLC

John Bunch (CRD# 1908764) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Sunnyvale, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Sunnyvale, CA Nov 2016 - Current 1
Tmfs Advisors, LLC Overland Park, KS Feb 2012 - Current 6
Td Ameritrade Inc. Omaha, NE Apr 2006 - Feb 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
Contact Info for John B. Bunch
Phone Number: 408-498-6000
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    138,000
    MILLIONS
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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