Thomas Kunkel, financial advisor Chippewa Falls WI

Thomas Kunkel

CRD Number: 2510614
Current Firm: Virtue Capital Management, LLC

Thomas Kunkel (CRD# 2510614) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Chippewa Falls, WI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management, LLC Brentwood, TN Oct 2018 - Current 5
Cornerstone Financial Advisors, LLC Chippewa Falls, WI Oct 2006 - Current 17
Horter Investment Management, LLC Cincinnati, OH Jan 2017 - Oct 2018 1
Capital Financial Services, Inc. Minot, ND Oct 2006 - Dec 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Sep 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas L. Kunkel
Phone Number: 615-340-0801
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    787
    MILLIONS
  • Total Number of Accounts
    6,111
    ACCOUNTS
  • Average Account Value
    $128,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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