| Advisor Profile |
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| Name: |
Randolph Kundmueller |
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| Research This Advisor |
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| Disclaimer |
| Securities and Investment Advisory Services offered through Financial Network Investment Corporation, Member SIPC. Investments are not Deposits or Insured by the FDIC. They may go down in value. |
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Business Description |
Randy lives and works in the South Bay. His Specialty: identifying realistic goals and developing prudent financial plans to pursue them. He works with families and businesses. Each face difficult questions about Retirement and Financial Security in this tough economy. He has over 20 years of experience in the Retirement Planning Industry - 30 years in Financial Management.
Various resources are utilized to analyze, inform, support and plan a tailored prudent approach to pursue realistic financial expectations. His Monthly Market Monitor, Bio and Services Information are available upon request.
To reach Randy directly on his cell, please call (408) 646-0750.
*Please note that neither Financial Network nor any of its agents or representatives give legal or tax advice. |
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General Information |
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| Insurance License#: |
0D88441
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| Name of Broker/Dealer: |
Financial Network Investment Corporation
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| Years of Experience in Financial Services: |
7
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| Number of Years with Current Firm: |
6
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| Work Experience: |
14 years in Pension/Retirement Industry
15 years in Public Accounting/Internal Auditing
15 Years in Treasury/Forex/Insurance/Budget Mgmt.
7 years in Financial and Retirement Planning
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| I work with the following types of clients: |
Non-Profit Organizations, Individual Investors, Businesses
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Education |
| Academic Background |
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Bachelors of Science in Public Accounting
Masters of Public Administration |
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Services |
| Investment Types: |
Mutual Funds, Annuities, Insurance, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 6, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Disability, Long Term Care, Annuity, Health, Variable Annuity, Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Advisor's Number of Clients: |
195
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Commissions, Hourly, Based on Assets, Flat Fee
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| Fee % Based on Assets: |
1.3%
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| Minimum Fee Charged for Hourly Planning Accounts: |
$150
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| Prepared By: |
Randolph Kundmueller |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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I have worked in in the retirement planning industry for over 20 years.
BS-Public Accounting and Masters in Public Administration. |
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What is your approach to financial planning? |
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Matching financial circumstances to realistic family financial goals. |
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What services do you offer? |
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Will you be the only person working with me? |
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How are you compensated? How will I pay for your services? |
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Fee, hourly and or commission depending on your requirements and choices. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Do you offer any guaranteed results? |
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It would be disingenuous for anyone to suggest they could. |
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How much risk should I be willing to take? |
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That depends on your personal situation and risk tolerance. My services are designed to help you make that determination. |
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Have you ever been charged with any breaches? |
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What carrier(s) do you represent? |
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Many top rated providers. |
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Are there any pre-existing conditions that you can not cover? |
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Most carriers have some pre-existing conditions they will not cover. it varies by provider. |
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How long does it take to complete the application and approval process? |
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Most applications take an hour or much less. Approvals can vary by provider and be lengthy for long term care coverage. |
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Is there a maximum age that you can insure? |
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