WB
WB
Wendell Bunch
17 Years of Experience
Elizabethtown, KY
Broker
Wendell Bunch is a registered investment advisor at Cetera Investment Advisers LLC, based in Elizabethtown, KY, with 17 years of industry experience. Wendell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
1650 Ring Road, Elizabethtown, KY, 42701
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLC
February 2022 - Present · 4 yrs 3 mos
Cetera Investment Advisers LLC
February 2022 - Present · 4 yrs 3 mos
Cetera Investment Services LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
CUNA Brokerage Services, INC.
February 2021 - February 2022 · 1 yr
CUNA Brokerage Services, INC.Broker
January 2021 - February 2022 · 1 yr 1 mo
Fifth Third Securities, INC.
July 2018 - August 2020 · 2 yrs 1 mo
Fifth Third Securities, INC.Broker
June 2018 - August 2020 · 2 yrs 2 mos
CUNA Brokerage Services, INC.
July 2017 - February 2018 · 7 mos
CUNA Brokerage Services, INC.Broker
July 2017 - February 2018 · 7 mos
Fifth Third Securities, INC.
September 2008 - July 2017 · 8 yrs 10 mos
Fifth Third Securities, INC.Broker
February 2008 - July 2017 · 9 yrs 5 mos
State Registrations4 states
FLKYOHTN
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.