Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Lloyd Kunkel is an investment advisor representative with Virtue Capital Management, LLC, a firm with 6,111 clients, and $787,466,707 in regulatory assets under management. Thomas is registered with the state of Wisconsin and has been in the industry since August 1994. Thomas Kunkel is a financial advisor offering financial planning and portfolio management services to individuals. Thomas's other business activities include working as President of Cornerstone Financial Advisors, LLC, an insurance agency. Virtue Capital Management, LLC provides advisory services for individuals and businesses, and also offers investment advisory services to investment companies and pooled investment vehicles. The firm has a large number of individual clients with a range of assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
10/04/2018 - Present
Virtue Capital Management, LLC (Chippewa Falls WI)
WI
10/09/2006 - 12/31/2016
CAPITAL FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
07/01/2002 - 10/10/2006
THRIVENT INVESTMENT MANAGEMENT INC. (EAU CLAIRE WI)
MN
08/24/1994 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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