Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Paul Kunc is a financial advisor with over 14 years of experience in the financial services industry. Chad Paul Kunc is registered with CPK Wealth Management LLC and is licensed in Florida and Iowa. Chad Paul Kunc specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Previously, Chad Paul Kunc was employed with Wells Fargo Clearing Services, LLC in Fort Myers, Florida.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/14/2019 - Present
CPK Wealth Management LLC (FORT MYERS FL)
FL
01/01/2008 - 05/31/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
IA
07/14/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARSHALLTOWN IA)
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Chad Kunc is the right advisor for you? Invested Better is here to help.
