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MJ

Michael A. Jungwirth

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES
PHOENIX, AZ 85051
Some features on this profile are disabled
CRD#: 7329901
MJ

Professional summary

Michael A Jungwirth, who also goes by Michael Anthony Jungwirth, is a registered financial advisor currently at THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC located in Phoenix, Arizona and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Bloomington, Minnesota.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Anthony Jungwirth

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.
1.) HYDROSTAT INC. - DIRECTOR OF SALES - PROPANE & HIGH PRESSURE CYLINDER RETEST FACILITY - RICE, MN - SINCE 05/2020 - NOT INVESTMENT RELATED 2.) THE CAPITAL ADVISORY GROUP SERVICES LLC - ADVISOR - REGISTERED INVESTMENT ADVISOR - BLOOMINGTON, MN - SINCE 04/2022 - INVESTMENT RELATED 3.) MICHAEL A. JUNGWIRTH HEALTH AND LIFE PRODUCER - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - RICE, MN - SINCE 05/2021 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael A Jungwirth's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 20, 2022 - Present

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

Office #1: 10000 N 31st Ave Suite D216, Phoenix, AZ 85051
RIA
CRD#: 140551
PHOENIX, AZ
Current

April 11, 2022 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 5270 W 84th St Ste 310, Bloomington, MN 55437
RIA
BD
CRD#: 20804
Bloomington, MN
Past

April 11, 2022 - April 11, 2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
SCOTTSDALE, AZ
Past

April 6, 2021 - April 26, 2021

EDWARD JONES

RIA
CRD#: 250
Rice, MN
Past

March 15, 2021 - April 26, 2021

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
TC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
401K CAPITAL ADVISORY | THE CAPITAL ADVISORY GROUP, LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES | MACHTIG & ASSOCIATES, LLC. | IPSWICH BAY ADVISORS

CRD#: 140551 / SEC#: 801-69464

RIA
Registered Investment Advisory firm - (8/25/2008 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(4/11/2022)
IAR
Minnesota
(7/20/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/17/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TC
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
401K CAPITAL ADVISORY | THE CAPITAL ADVISORY GROUP, LLC | THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES, LLC | MACHTIG ADVISORY SERVICES | MACHTIG & ASSOCIATES, LLC. | IPSWICH BAY ADVISORS

CRD#: 140551 / SEC#: 801-69464

RIA
Registered Investment Advisory firm - (8/25/2008 Approved)
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Contact information

Main Address
10000 N 31st Ave Suite D216, Phoenix, AZ 85051
Mailing Address
Phone number
(952) 831-8243
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC BROCHURE (8/6/2025)

Regulatory assets under management

Total Number of Accounts1,424
AUM (Assets Under Management)$ 402,826,658

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

CRD#: 140551Phoenix, AZ 85051

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