Molly Bernet Balunek
Investment adviser representative at Endeavor Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Endeavor Wealth Advisors, LLCMay 2019 to now
- Laurel Tree Advisors, LLCAug 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Endeavor Wealth Advisors, LLC
$252.8MAssets managed
177Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2841031
- Firm CRD
- 305348