Levi Bunkers (CRD# 5125051) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Jersey City, NJ and has over 17 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5414137
Equitable Advisors, LLC
CRD# 1852802
Investment Partners Asset Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Oakdale, MN | Jan 2024 - Current | < 1 |
| Advisor Group | Oakdale, MN | Apr 2021 - Jan 2024 | 2 |
| C2p Enterprises | Wayzata, MN | Apr 2020 - Apr 2021 | 1 |
| Vanco | Bloomington, MN | Sep 2019 - Mar 2020 | < 1 |
| Ameriprise Financial Services, Inc. | Minneapolis, MN | Feb 2019 - Sep 2019 | < 1 |
| Sap Concur | Minneapolis, MN | Apr 2018 - Feb 2019 | < 1 |
| Gwg Life | Minneapolis, MN | Mar 2018 - Mar 2018 | < 1 |
| Unemployed | Minneapolis, MN | Jan 2018 - Mar 2018 | < 1 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Mar 2006 - Jan 2018 | 11 |
| Allianz Life Financial Services, LLC | Minneapolis, MN | Mar 2006 - Jan 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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