Richard
Kundracik
Wbi Investments, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Kundracik is a financial advisor based out of Red Bank, New Jersey with a total of 7 years of relevant experience. Kundracik is on the advisory team at Wbi Investments, LLC. Their career trajectory has included roles at Fsc Securities, Wbi Investments Inc, Quasar Distributors, LLC, Foreside Fund Services, LLC, Millington Securities, Inc and Hartshorne Group Inc. Kundracik has Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Colorado and New Jersey. Wbi Investments, LLC is a financial advisory firm operating out of Red Bank, NJ. It has $582 million in assets under management across its 1,569 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The firm serves eight charitable organizations. Of its 1,569 customer accounts, just 6% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees for financial advice largely depend on which services the firm provides the client. Fee types charged by Wbi Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wbi Investments, LLC Brokerage Details
$581,756,275
22
1,569
$370,782
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Richard Kundracik Work History
Richard has been registered as a financial advisor for 7 years.*
Millington Securities, Inc
Hartshorne Group Inc
Wbi Investments Inc
Foreside Fund Services, LLC
Quasar Distributors, LLC
Fsc Securities
*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 Richard Kundracik 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 Wbi Investments, LLC
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
Red Bank, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
