Jack N. Tunge
MIDWEST CAPITAL ADVISORS
GRAND RAPIDS, MI 49546
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CRD#: 6279837
Professional summary
Jack Nicklaus Tunge, CFP® is a registered financial advisor currently at MIDWEST CAPITAL ADVISORS, LLC located in Grand Rapids, Michigan.
Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jack has worked at 1 firm and has passed the Series 65 exam.
Biography
Jack Tunge is a Principal (i.e., owner) at Midwest Capital Advisors, located in Grand Rapids, MI. I focus my practice on serving clients transitioning into retirement. My expertise is in retirement and tax planning; building distribution plans to minimize lifetime tax liability while making sure investment portfolios create a sustainable income to meet my client's goals. If you find yourself nearing retirement, please reach out to see how our approach can help.
Question & Answer
What are your service offerings?
Tax Planning
Social Security Planning
Retirement Planning
Comprehensive Financial Planni...
Retirement Income Management
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jack Nicklaus Tunge's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
March 17, 2014 - Present
MIDWEST CAPITAL ADVISORS, LLC
Office #1: 630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546RIA
CRD#: 125389
GRAND RAPIDS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MIDWEST CAPITAL ADVISORS, LLC
MIDWEST CAPITAL ADVISORS, LLC | WGS CAPITAL MANAGEMENT, LLC
CRD#: 125389 / SEC#: 801-79681
RIA
Registered Investment Advisory firm - (5/2/2014 Approved)Michigan
Registered Investment Advisory firm - (5/14/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(3/17/2014)
Current Firm
MIDWEST CAPITAL ADVISORS, LLC
MIDWEST CAPITAL ADVISORS, LLC | WGS CAPITAL MANAGEMENT, LLC
CRD#: 125389 / SEC#: 801-79681
RIA
Registered Investment Advisory firm - (5/2/2014 Approved)Michigan
Registered Investment Advisory firm - (5/14/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 454-9600
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 867 |
| AUM (Assets Under Management) | $ 1,125,860,722 |
Red Flags
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Company Information
MIDWEST CAPITAL ADVISORS, LLC
CRD#: 125389Grand Rapids, MI 49546TRUST BUT VERIFY
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