Chad Paul Kunc

Current Employers

Cpk Wealth Management Llc

Fort Myers, FL • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2019-02-14
FL	RA	APPROVED	2018-12-27

IA RA
APPROVED

Since 2019-02-14
FL RA
APPROVED

Since 2018-12-27

Branch Locations

Fort Myers, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	Marshalltown	IA	05/2009	11/2016
Wells Fargo Clearing Services, Llc	Marshalltown	IA	11/2016	05/2018
Cpk Wealth Management Llc	Fort Myers	FL	05/2018	Present

05/2009 → 11/2016

Wells Fargo Advisors Llc

Marshalltown, IA
11/2016 → 05/2018

Wells Fargo Clearing Services, Llc

Marshalltown, IA
05/2018 → Present

Cpk Wealth Management Llc

Fort Myers, FL

Previous Registrations

2018-06-01 → 2018-12-24

Cpk Wealth Management Llc

Fort Myers, FL
2008-01-01 → 2018-05-31

Wells Fargo Clearing Services, Llc

Marshalltown, IA

Fort Myers, FL
2004-07-28 → 2008-01-01

A. G. Edwards & Sons, Inc.

Marshalltown, IA

St. Louis, MO

Marshalltown, IA

Other Businesses

Licensed insurance professional. Same address. Less than 10% of business time.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-07-27

S66 Uniform Combined State Law Examination

2004-07-27

Other Names

Chad P Kunc

View on SEC IAPD