Jack
Tunge
Midwest Capital Advisors, LLC
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About this Advisor
Jack Tunge is a financial advisor who works out of Grand Rapids, Michigan, with 9 years of relevant experience. Tunge is currently employed by Midwest Capital Advisors, LLC. Their career trajectory has included roles at Midwest Capital Advisors, LLC and Tri-Found. Tunge has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in Michigan. Midwest Capital Advisors, LLC is an advisory company operating out of Grand Rapids, MI. It handles $767 million in assets under management among its 780 customer accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 780 accounts, 24% are held by high-net-worth individuals who have greater than $1 million in investable assets. Midwest Capital Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees for financial management usually depend on the type of services. Fees charged by Midwest Capital Advisors, LLC can be comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Midwest Capital Advisors, LLC Brokerage Details
$767,047,736
8
780
$983,395
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Jack Tunge Work History
Jack has been registered as a financial advisor for 9 years.*
Midwest Capital Advisors, LLC
Tri-Found
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Tunge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Midwest Capital Advisors, LLC
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
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