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Chad Paul Kunc

CPK WEALTH MANAGEMENT LLC·FORT MYERS, Florida
Series 7Series 66SIE
Unclaimed Profile
12381 SOUTH CLEVELAND AVENUE, FORT MYERS, FL 33907CRD# 4804356Firm CRD# 296913
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CPK WEALTH MANAGEMENT LLC
CPK WEALTH MANAGEMENT LLC
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CPK WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4804356
Firm CRD# 296913
202 disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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