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Adam James Kunkel

8 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3151 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Minimum Investment:$1K
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Location

1651 Commerce Drive, Suite 100, North Mankato, MN, 56003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam sells fixed insurance products, dedicating minimal time to this activity. This activity is investment related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial NetworkBroker
September 2022 - Present · 3 yrs 5 mos
Commonwealth Financial Network
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Edward Jones
November 2017 - September 2022 · 4 yrs 10 mos
Edward JonesBroker
October 2017 - September 2022 · 4 yrs 11 mos
State Registrations2 states
MNSD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam James Kunkel - Financial Advisor | TrueAdvisor