Chad Kunc (CRD# 4804356) is an Investment Advisor Representative working at Cpk Wealth Management LLC in Fort Myers, FL and has over 19 years of experience in the finance industry.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 1002352
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cpk Wealth Management LLC | Fort Myers, FL | May 2018 - Current | 6 |
| Wells Fargo Clearing Services, LLC | Marshalltown, IA | Nov 2016 - May 2018 | 1 |
| Wells Fargo Advisors LLC | Marshalltown, IA | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- IA
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Total Assets Under Management30MILLIONS
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Total Number of Accounts127ACCOUNTS
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Average Account Value$239,043
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, IA
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