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Jack Nicklaus Tunge

Midwest Capital Advisors, LLC

Grand Rapids, MI

CRD 6279837

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Employer firm

Midwest Capital Advisors, LLC CRD 125389

$1.36B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Midwest Capital Advisors, Llc

688 Cascade West Parkway Se, Grand Rapids, MI 49546 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2014-03-17
  • MI RA
    APPROVED
    Since 2014-03-17

Branch Locations

630 Kenmoor Ave. Se Suite 206, Grand Rapids, MI 49546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Capital Advisors, Llc Grand Rapids MI 01/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-14
  • S65 Uniform Investment Adviser Law Examination
    2014-03-14
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
CREATIVEONE WEALTH, LLC
AI ALPHA LLC

Nearby Investors

LEONARD MARTIN RHOADES
PAUL JACOB KITZROW
JEFFREY KEITH STUKEY

Nearby Offices

J. W. COLE ADVISORS, INC. · Grand Rapids, MI
CREATIVEONE WEALTH, LLC · Grand Rapids, MI
AI ALPHA LLC · GRAND RAPIDS, MI

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