Cheryl Ann Kunstle

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2011 → Present
  Financial Services Consulting
  Redondo Beach, CA
• 06/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2018 → Present
  Tartan Financial Services, Llc
  Crystal Lake, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: EXEMPLAR ACCOUNTING & TAX ADVISORS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES START DATE: 03/2017 POSITION/TITLE/RELATIONSHIP: TAX PREPARATION APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION ; 2. NAME OF OTHER BUSINESS: CHERYL KUNSTLE, BREAKTHROUGH RESULTS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS CONSULTING SERVICES START DATE: 07/2011 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: CONSULT FOR OFFICE EFFICIENCIES, TECHNOLOGY, BUSINESS DEVELOPMENT, MARKETING, STAFFING ; 3.NAME OF OTHER BUSINESS: TARTAN FINANCIAL SERVICES LLC ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR SECURITIES AND ADVISORY SERVICES ; START DATE: 11/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT AND FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: SECURITIES AND ADVISORY SERVICES OFFERED THROUGH CETERA ADVISOR NETWORKS ; 4. NAME OF OTHER BUSINESS: CHERYL KUNSTLE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 10/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RECEIVE MONTHLY RENT PAYMENTS FROM DBA (TARTAN FINANCIAL SERVICES LLC) FOR THE USE OF AN OFFICE SUITE THAT I PERSONALLY OWN;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-03

Designations

• Chartered Financial Analyst

Other Names

• Cheryl Ann Chiara