Unclaimed Profile

Chad Paul Kunc

CPK WEALTH MANAGEMENT LLC·FORT MYERS, Florida

Series 7, Series 66CPK WEALTH MANAGEMENT LLC

12381 SOUTH CLEVELAND AVENUE, FORT MYERS, FL 33907CRD# 4804356Firm CRD# 296913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Paul Kunc · FORT MYERS, FL

Registration

CRD #4804356 · CPK WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

202 disclosures on file · See FINRA BrokerCheck for full record

About

Chad Paul Kunc is a registered financial advisor based in FORT MYERS, Florida, affiliated with CPK WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CPK WEALTH MANAGEMENT LLC

AUM

$34M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CPK WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4804356

Firm CRD# 296913

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Paul Kunc offer?

Chad Paul Kunc specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FORT MYERS, Florida for a consultation.

What are Chad Paul Kunc's credentials?

Chad Paul Kunc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Paul Kunc located?

Chad Paul Kunc is based in FORT MYERS, Florida, working with CPK WEALTH MANAGEMENT LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.

How does Chad Paul Kunc charge for services?

Chad Paul Kunc's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPK WEALTH MANAGEMENT LLC?

CPK WEALTH MANAGEMENT LLC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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