![Todger Strunk, financial advisor Jupiter FL](/img/ws/profile-blank-sq.png)
Todger Strunk (CRD# 5161511) is an Investment Advisor Representative working at Cayside Partners in Jupiter, FL and has over 16 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
![Kurt Durrwachter, financial advisor Jupiter FL](/img/ws/profile-blank-sq.png)
CRD# 4207020
Dakota Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cayside Partners, LLC | Tequesta, FL | Aug 2021 - Current | 2 |
Aethos Investment Management, Inc. | Tequesta, FL | Jun 2018 - Aug 2021 | 3 |
Suntrust Advisory Services | Jupiter, FL | Nov 2016 - May 2018 | 1 |
Genspring Family Offices | Jupiter, FL | May 2014 - Nov 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
S65 | NASAA Investment Advisors Law Examination | Mar 2017 |
- FL
-
Total Assets Under Management162MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$3,693,069
- 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
FL, NH
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