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Samuel Kunz

Core Financial

El Segundo, CA

Las Vegas, NV

CRD 2484313

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Employer firm

Core Financial CRD 155205

$302M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Core Financial

222 N Pacific Coast Highway Ste 1900, El Segundo, CA 90245 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
NV RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NV RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

222 N Pacific Coast Highway Ste 1900, El Segundo, CA 90245 • United States

Las Vegas, NV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Core Financial Venice CA 11/2020 Present
University Of California Oakland CA 11/2014 11/2020
  • 11/2020 → Present
    Core Financial
    Venice, CA
  • 11/2014 → 11/2020
    University Of California
    Oakland, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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