Unclaimed
Christopher Kunz is a Registered Investment Advisor (RIA) and a securities professional, licensed in Idaho. Christopher is a registered representative of Global View Capital Management LLC, based out of their Waukesha, WI office. Christopher has experience in the financial services industry and has been involved in marketing, education and sales of advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans
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.
Financial planning
1
2
WI
04/22/2024 - Present
Global View Capital Management LLC (WAUKESHA WI)
ID
04/20/2023 - 12/08/2023
CETERA INVESTMENT SERVICES LLC (BURLEY ID)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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