Manfred WunderlichCRD Number: 853232
Current Firm: Capital Synergy Partners
Manfred Wunderlich (CRD# 853232) is an Investment Advisor Representative working at Capital Synergy Partners in Irvine, CA and has over 26 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Capital Synergy Partners, Inc.||Irvine, CA||Sep 2014 - Current||8|
|R.d. Marcotte & Associates||Omaha, NE||Aug 1977 - Current||45|
|Financial West Group||Westlake Village, CA||Jun 2004 - Sep 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1996|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
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
Total Assets Under Management59MILLIONS
Total Number of Accounts242ACCOUNTS
Average Account Value$242,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CT, DC, FL, GA, IA, ID, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NV, OH, OK, OR, PA, SC, TX, WI
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