Cheryl Kunstle
Cheryl Kunstle is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Crystal Lake, IL, with 25 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
820 E Terra Cotta Ave Ste 114, Crystal Lake, IL, 60014
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cheryl is involved in several outside business activities. She works in tax preparation for Exemplar Accounting & Tax Advisors, provides business consulting services through Cheryl Kunstle, Breakthrough Results, and serves as President and Financial Advisor for Tartan Financial Services LLC; all of these take about 10-20% of her time each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Vertical Capital Securities, LLCBroker
Cetera Advisor Networks LLCBroker
Financial Network Investment CorporationBroker
Fred Alger & Company, IncorporatedBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- William OmalleyCetera Investment Advisers LLC
- Charles LongCetera Investment Advisers LLC
- Joseph Johnson, CFPCetera Investment Advisers LLC
- James Issel, ChFCCetera Investment Advisers LLC
- Andrew Carman, CFPLPL Financial LLC
- James Farmer, ChFCTlg Advisors, INC.