Manfred Dieter Wunderlich

Employer firm

Capital Synergy Partners CRD 148733

$102M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1977 → Present
  R.D. Marcotte & Associates
  Omaha, NE
• 09/2014 → Present
  Capital Synergy Partners, Inc.
  Irvine, CA

Previous Registrations

• 2004-08-31 → 2014-09-15
  Financial West Group
  Westlake Village, CA
  Omaha, NE
  Omaha, NE
  Omaha, NE
  Westlake Village, CA
  Omaha, NE
  Irvine, CA
• 2003-02-18 → 2004-01-13
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE

Other Businesses

GROOM FAMILY LLC 2114 S. 106TH ST. OMAHA, NE 68124 55 W. CLIFTON AVE., #307 SIOUX CITY, IA 51104 OWNER/MANAGER OF FARMLAND EFFECTIVE: 2009 WUNDERLICH FINANCIAL SERVICES 14301 FNB PARKWAY, #100 OMAHA, NE 68154 SALES AGENT/OWNER/FIXED INSURANCE EFFECTIVE: 1997 25-30 HOURS PER MONTH/12-15 HOURS PER MONTH DURING MARKET HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-27
• S63 Uniform Securities Agent State Law Examination
  1996-04-24