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Anna Kathryn Wunderlich

Camarda Wealth Advisory Group

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About Anna Kathryn Wunderlich

Anna Kathryn Wunderlich is a financial advisor with Camarda Wealth Advisory Group. Anna has been in the financial services industry since August 2019. Anna is licensed in Florida and has passed the Series 66, Series 7TO, and SIE exams. Anna is a Certified Financial Planner. Anna specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. Anna is registered with the following states: Alabama, California, Connecticut, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, and Virginia.

Firm Information

Anna Wunderlich is currently registered with Camarda Wealth Advisory Group. Camarda Wealth Advisory Group is a registered investment advisor based in Fleming Island, FL. The firm provides financial planning, pension consulting, and portfolio management services for individuals and businesses. They manage approximately $331 million in assets for 1207 clients.
Camarda Wealth Advisory Group

4371 HWY 17 #201

FLEMING ISLAND, FL 32003

$331.15M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anna Wunderlich’s Registration & Firm History

FL

01/17/2025 - Present

Camarda Wealth Advisory Group (FLEMING ISLAND FL)

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Licenses & Designations

BOTH

Issued 09/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Anna Kathryn Wunderlich.
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