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Michael Thomas Zuendel

LEGACY BRIDGE, LLC·WEST DES MOINES, Iowa
Clean recordLEGACY BRIDGE, LLC
5810 GRAND AVE, WEST DES MOINES, IA 50266CRD# 6594556Firm CRD# 282261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomas Zuendel · WEST DES MOINES, IA
Registration
CRD #6594556 · LEGACY BRIDGE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Thomas Zuendel is a registered financial advisor based in WEST DES MOINES, Iowa, affiliated with LEGACY BRIDGE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LEGACY BRIDGE, LLC
LEGACY BRIDGE PRIVATE FAMILY OFFICES
AUM
$287M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LEGACY BRIDGE, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: FAMILY OFFICE FEES
Regulatory
SEC/IARD CRD# 6594556
Firm CRD# 282261
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Thomas Zuendel offer?
Michael Thomas Zuendel specializes in Investment Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Michael Thomas Zuendel's credentials?
Michael Thomas Zuendel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomas Zuendel located?
Michael Thomas Zuendel is based in WEST DES MOINES, Iowa, working with LEGACY BRIDGE, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Michael Thomas Zuendel charge for services?
Michael Thomas Zuendel's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: family office fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY BRIDGE, LLC?
LEGACY BRIDGE, LLC has approximately 8 employees and manages $287M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY BRIDGE, LLC

Christine Halbrook
WEST DES MOINES, IA
Joseph Leo Burvee
WEST DES MOINES, IA
Timothy L Kadlec
WEST DES MOINES, IA
Suzanne Marie Stewart
WEST DES MOINES, IA
Suzanne Mario Hammer
WEST DES MOINES, IA

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Research
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