Erin Kunz (CRD# 5661933) is an Investment Advisor Representative working at Iwc Financial Planning in Tracy City, TN and has over 13 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
CRD# 5122989
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Iwc Financial Planning | Tracy City, TN | Oct 2020 - Current | 3 |
Iwc Financial Planning | Edinburg, TX | Feb 2020 - Current | 4 |
Self-employed | Tracy City, TN | Jan 2015 - Current | 9 |
Lpl Financial, LLC | Edinburg, TX | Jan 2010 - Dec 2014 | 4 |
Independent Wealth Consultants | Edinburg, TX | Apr 2009 - Dec 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2010 |
S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- TN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
TN, TX
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