Gregory Bunger

One Pomperaug Office Park
Suite 307
Southbury, Connecticut, 06488
Phone: 203.264.1200
Website: www.kennedywealth.com
Credentials: CFP®, EA
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Registry Member Since 2012
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Business Philosophy

Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? Our office team has developed a unique process combining our expertise in Wealth and Tax Management; including quarterly meetings with each client to address your evolving needs. * INDEPENDENCE - INTEGRITY - EXPERIENCE *

My Minimum Asset Requirements: $500,000

Types of Clients:
  • Individuals
  • Companies (Non-Pension)
Types of Services:
  • Financial Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
Assets Under Management:
  • Did Not Provide
Number of Clients:
  • Did Not Provide
1. What are your firm names?
  • Registered Investment Advisor

    Cambridge Investment Research Advisors

  • Broker Dealer

    Cambridge Investment Research

2. What is your type of RIA registration?
  • SEC
3. Are you a sole practitioner or a member of a firm or team?
  • Sole Practitioner
4. What is your relationship to your Registered Investment Advisor?
  • Did Not Provide
5. What are your years of applicable financial service experience?
  • 15 Years
6. Do you have any college degree(s)?
School
Degree
Major
Hamilton College
B.A.
College for Financial Planning
CFP Certification
7. Do you belong to any industry associations?
  • No
8. What is your CRD or IARD number?
  • 5248132
9. Do you hold any active securities licenses?
  • 7, 63
10. Which categories of financial services do you provide?
  • Financial Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
11. Which planning services do you provide?
  • Financial Plans
  • Retirement Plans
  • Estate Plans
  • Tax Plans
  • Charitable Plans
12. Which investment advisory services do you provide?
  • Investment Strategy & Policy
  • Rebalancing
  • Performance Reports
  • Asset Allocation
  • Risk Management
13. If you make investment decisions for clients, how do you invest their assets?
  • Did Not Provide
14. How many clients (not accounts) do you currently service?
  • Did Not Provide
15. What amount of client assets is currently under your management or advisement?
  • Did Not Provide
16. What is minimum fee for your planning services?
  • Did Not Provide
17. What is your minimum asset requirement for your investment services?
  • $500,000
18. What is your minimum net worth requirement for your planning services?
  • Did Not Provide
19. What type of compensation do you receive for your planning services?
  • Asset Based Fees
20. What type of compensation do you receive for your investment advisory services?
  • Asset Based Fees
21. Do you work with remote clients over the Internet and telephone?
  • Yes
22. Do you hold any active insurance licenses?
  • Life, Annuity, Long-Term Care, Health
23. Are you a Registered Investment Advisor or an Investment Advisor Representative?
  • Yes
24. Do you acknowledge you are a fiduciary when you provide financial advice and services for fees?
  • Yes
25. What states are covered by your registration(s) to sell investment advisory services?
  • Connecticut
  • Colorado
  • Massachusetts
  • New Jersey
  • New York
  • Florida
  • South Carolina
26. What states are covered by your registration(s) to sell investment and brokerage products?
  • Did Not Provide
27. What states are covered by your registration(s) to sell insurance products?
  • Did Not Provide
28. Do you have any compliance disclosures for the past 5 years?
  • Investment Disclosures: No
  • Insurance Disclosures: No
29. Do you have any criminal disclosures since you became an adult?
  • Misdemeanors: No
  • Felonies: No
30. How do investors view your ADV Part II?

Available Upon Request

31. Additional Disclosure Statements or Comments
  • Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Kennedy & Company, PC, are not affiliated. Cambridge does not offer tax advice.
32. What languages do you speak fluently?
  • Did Not Provide
33. What is your primary role?
  • Did Not Provide
34. Which investment products do you sell?
  • Mutual Funds
  • Hedge Funds
  • REITs
  • Private Placements
  • Other
35. Which insurance products do you sell?
  • Life
  • Fixed Annuities
  • Variable Annuities
  • Long Term Care
36. Do you provide tax advice and services?
  • Yes
37. Do you provide legal advice and services?
  • Did Not Provide
38. Do you provide any limited engagement services?
  • Did Not Provide
39. What types of clients do you work with?
  • Individuals
  • Companies (Non-Pension)
40. Where does your first meeting with a prospective client take place?
  • Did Not Provide
41. Which companies act as custodians for your clients assets?
  • National Financial Services
42. What types of reports do you provide your clients and what is the frequency?
43. General Comments:

Did Not Provide

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Certification

I certify all of the information in my professional profile is accurate and up-to-date.
Advisor Name: Gregory Bunger
Most Recent Update: May/ 8/2013