Brian Kunkel (CRD# 3041641) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 25 years of experience in the finance industry.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group, Inc. | Littleton, CO | Jul 2019 - Current | 4 |
| American Financial Marketing (dba Truchoice Financial) | St Louis Parker, MN | Jul 2012 - Current | 11 |
| Capital Asset Advisory Services | Haslett, MI | Apr 2018 - Dec 2021 | 3 |
| Questar Asset Management | Minneapolis, MN | Apr 2015 - Apr 2018 | 3 |
| Questar Capital Corporation | Minneapolis, MN | Oct 2013 - Apr 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- MN
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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