Unclaimed Profile

Chad Paul Kunc

CPK WEALTH MANAGEMENT LLC·FORT MYERS, Florida

SIE, Series 7, Series 6622 years registeredCPK 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 · 22 years registered

Brand Profile

Not yet started

Career History

CPK WEALTH MANAGEMENT LLC

Dec 2018 – present

CPK WEALTH MANAGEMENT LLC

Jun 2018 – Dec 2018

FORT MYERS, FL

WELLS FARGO CLEARING SERVICES, LLC

Jan 2008 – May 2018

FORT MYERS, FL

A. G. EDWARDS & SONS, INC.

Jul 2004 – Jan 2008

MARSHALLTOWN, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 28, 2004

Years registered · 22

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CPK WEALTH MANAGEMENT LLC

CRD 296913 · SEC 801-113299

AUM

$34M

Regulatory assets under management

Employees

146 client accounts

Services offered by CPK WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CPK WEALTH MANAGEMENT LLC →

Introduction

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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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