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Nathan Kunkle

11 Years of Experience
Peoria, IL
Broker

Nathan Kunkle is a registered investment advisor at Wells Fargo Advisors, based in Peoria, IL, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2426 W Cornerstone Ct, Ste 2A, Peoria, IL, 61614

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathan has 100% ownership in Ohana Honu LLC since 2019 and 32% ownership in Cornerstone Strategic Wealth Management LLC since 2021. He spends minimal time on each of these investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors
February 2015 - Present · 11 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2014 - Present · 11 yrs 9 mos
State Registrations34 states
AZCACOCTDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSNCNJNYOHOKPASCSDTNTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.