Kara Buteau Kunz

Employer firm

Cornerstone Wealth CRD 289971

$2.49B regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• MANAGEMENT OF VARIABLE ANNUITY SUB-ACCOUNTS, CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 11/2020
  Community School Of Davidson
  Davidson, NC
• 11/2020 → 01/2022
  Bragg Financial
  Charlotte, NC
• 02/2022 → Present
  Cornerstone Wealth Group Llc
  Huntersville, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-14

Designations

• Certified Financial Planner

Other Names

• Kara Elizabeth Kunz
• Kara Elizabeth Buteau