MJ
ChFC
MJ
ChFC

Michael Junga

25 Years of Experience
Williston, VT
BrokerSells Insurance

Michael Junga is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Williston, VT, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

1134 S Brownell Rd, Williston, VT, 05495-7264

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is the President of Hinesburg Financial Group, Inc., where he services an existing book of life and health insurance business and collects renewal fees. This activity requires minimal time and is not investment related.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
April 2023 - Present · 3 yrs 1 mo
Allstate Financial Services, LLCBroker
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
Equity Services, INC.Broker
September 2004 - April 2008 · 3 yrs 7 mos
Mutual of Omaha Investor Services, INC.Broker
July 2000 - August 2004 · 4 yrs 1 mo
State Registrations17 states
ALCOCTFLGAKYMAMENCNHNJNYOHORSCVTWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.