Unclaimed
Hunter Mang is a registered Investment Advisor Representative with Captrust. Hunter's background includes work with First Allied Securities, Inc. and Lakeside Wealth Management. Hunter is licensed to conduct business in Indiana. Hunter has been working in the financial services industry since July 4, 2019 and holds the Series 63, Series 65, Series 7TO and SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
07/05/2019 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IA
Issued 08/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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