John D. Unger, CFP®, ChFC®, CLU®

John D. Unger, CFP®, ChFC®, CLU® began his career in 1989 with a major financial planning firm in Minneapolis, Minnesota after graduation from Iowa State University, where he majored in marketing. Currently he holds his CFP®, Certified Financial Planner, ChFC® Chartered Financial Consultant and Chartered Life Underwriter® designations.

 

John joined LPL Financial as an Investment Consultant in October of 2003 and established Unger & Associates Investment Management. John's specialties include risk management, investment management, tax planning, pre-retirement planning, retirement planning and estate planning.  He serves clients in the greater Waco area and around the nation from his office in Waco, Texas.

 

"I see myself as a quality-of-life advisor more than simply a financial advisor," John says.  "To me, it is important to develop long-term relationships with my clients - one built on trust and esprit de corps.  I believe that working together with my clients, they can pursue their lifelong dreams."

 

 

John D. Unger, CFP®, ChFC®, CLU®

Investment Consultant

1000 W State Highway 6 Suite 140

Waco, TX 76712

(254) 751-9308

(254) 751-9330 fax

junger@unger-associates.com

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, KS, MN, NE, OH, OR, TX, WA, WI. John D. Unger is registered as LPL Investment Advisor Representative in the following states: TX. Holds FINRA Series 7, 24, 63 & 65 Registrations, through LPL Financial.

 

Securities and advisory services offered through LPL Financial, a Registered Investment Adviser,  Member FINRA/SIPC

Check the background of this investment professional at FINRA's BrokerCheck