linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kara Buteau Kunz

Cornerstone Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kara? Claim Your Profile

About Kara Buteau Kunz

Kara Buteau Kunz is a financial advisor at Cornerstone Wealth. Kara has been in the financial services industry since 1997 and is a Certified Financial Planner. Kara's firm provides advisory services including financial planning, portfolio management, pension consulting and selection of other advisors. Kara is currently registered to provide investment advisory services in North Carolina.

Firm Information

Kara Kunz is currently registered with Cornerstone Wealth. Cornerstone Wealth is an independent financial advisory firm based in Huntersville, NC. They specialize in providing comprehensive financial planning, investment management, and retirement planning solutions to individuals, families, and businesses. The firm manages over $1.29 billion in assets for approximately 2,093 clients. Cornerstone Wealth also offers a variety of other services, including credit and cash management, insurance solutions, and selection of other advisors. They are committed to building long-term relationships with clients and providing them with personalized financial guidance.
Cornerstone Wealth

16810 KENTON DRIVE

HUNTERSVILLE, NC 28078

$1.29B

Assets Under Management

50

Total Clients

33

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Revenue sharing on eligible credit and cash management solutions

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kara Kunz’s Registration & Firm History

NC

02/07/2024 - Present

Cornerstone Wealth (HUNTERSVILLE NC)

WI

03/24/1997 - 07/03/1997

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

Not sure if Kara Buteau Kunz is right for you?

Licenses & Designations

BC

Issued 02/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kara Buteau Kunz.
Not sure if Kara Buteau Kunz is right for you?