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Manfred Wunderlich

Capital Synergy Partners
48 Years of Experience
Omaha, NE
4 DisclosuresBrokerSells Insurance
View SEC Summary
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Manfred Wunderlich is a registered investment advisor at Capital Synergy Partners, based in Omaha, NE, with 48 years of industry experience. Manfred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14301 Fnb Parkway, Ste. 100, Omaha, NE, 68154

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2004
Closed-No Action
Customer Dispute
October 2003
Settled
Customer Dispute
January 2003
Closed-No Action
Customer Dispute
March 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Manfred is the owner/manager of farmland since 2009. He is also a sales agent/owner selling fixed insurance through Wunderlich Financial Services, dedicating about 10-20% of his time overall, with a portion during market hours.

Employment History
Current Registrations
Capital Synergy Partners
September 2014 - Present · 12 yrs 1 mo
Capital Synergy PartnersBroker
September 2014 - Present · 12 yrs 1 mo
Previous Registrations
Financial West Group
August 2004 - September 2014 · 10 yrs 1 mo
Financial West GroupBroker
June 2004 - September 2014 · 10 yrs 3 mos
Mutual of Omaha Investor Services, INC.
February 2003 - January 2004 · 11 mos
Kirkpatrick, Pettis, Smith, Polian INC.Broker
January 1985 - December 1990 · 5 yrs 11 mos
Mutual of Omaha Investor Services, INC.Broker
June 1978 - June 2004 · 26 yrs
State Registrations4 states
CAIAILNE
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.
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Manfred Wunderlich - Financial Advisor | TrueAdvisor