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Tyler Christopher Kunzler

Schwab Wealth Advisory, Inc.

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About Tyler Christopher Kunzler

Tyler Christopher Kunzler is a financial advisor with Schwab Wealth Advisory, Inc. Tyler has been working in the financial industry for over 5 years. Tyler is registered with the state of Arizona and Texas as an investment advisor representative. Tyler is also registered as a registered representative with the Financial Industry Regulatory Authority (FINRA). Tyler offers a wide range of financial services, including financial planning and portfolio management for individuals and businesses.

Firm Information

Tyler Kunzler is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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financial planning services

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

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Tyler Kunzler’s Registration & Firm History

AZ

01/03/2022 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

01/19/2021 - 06/02/2021

J.P. MORGAN SECURITIES LLC (PHOENIX AZ)

AZ

05/01/2018 - 12/10/2020

WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 07/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tyler Christopher Kunzler.
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