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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kunkel is a financial advisor who has been in the industry since 1999. Brian is currently registered with TLG Advisors, Inc. in Littleton, CO. Brian's previous experience includes working with Questar Capital Corporation and Prudential Annuities Distributors, Inc. Brian is a Series 63, 65, 26, and SIE licensed representative. Brian is a licensed advisor in the state of Minnesota. Brian specializes in providing financial advice to individuals, corporations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Placement of institutional funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
11/19/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
MN
10/01/2013 - 04/25/2018
QUESTAR CAPITAL CORPORATION (WOODBURY MN)
CT
12/18/2009 - 07/25/2012
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
09/13/2006 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MN
04/22/1998 - 09/12/2006
WOODBURY FINANCIAL SERVICES, INC. (WOODBURY MN)
IA
Issued 04/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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