Timothy Allen Kunkle

Employer firm

Duncan Financial Planning Advisors CRD 309454

3 advisory clients

Reported services (Item 5G)

• Financial planning
• THIRD PARTY SOLICITOR AND THIRD PARTY SOLICITOR SUPERVISOR

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

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

Current Employers

Employment History

• 01/2014 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2026 → Present
  Duncan Financial Planning Advisors
  Irwin, PA
• 03/2014 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2006-10-02 → 2008-05-19
  Principal Securities, Inc.
  Dublin, OH

Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.1776 PLEASANT PLAIN ROAD,FAIRFIELD, IA 52556-8757. BEGAN 03/24/14 AS INVESTMENT ADVISORY REPRESENTATIVE. INVESTMENT RELATED. DEVOTES 20 HR/MO. 20 DURING TRADING. 3)BC3@CRANBERRY ADVISORY BOARD, 250 Executive Drive, Cranberry Twp PA 16066, United States, 11/13/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-03
• S63 Uniform Securities Agent State Law Examination
  2003-12-12

Other Names

• Tim Allen Kunkle