CK
CFP · ChFC
CK
CFP · ChFC
Charles Kunzelman
24 Years of Experience
Lake Mary, FL
1 DisclosureBrokerSells Insurance
Charles Kunzelman is a CFP, ChFC-designated registered investment advisor, based in Lake Mary, FL, with 24 years of industry experience.
Location
605 Crescent Executive Court, Suite 104, Lake Mary, FL, 32746
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2023Settled
Other Business ActivitiesSells Insurance
Charles works full-time as a Financial Planner/Wealth Strategist/Relationship Manager/Advisor for QTR Family Wealth. He is also a life insurance agent, dedicating a few hours per week to selling life insurance, disability, long-term care, and annuities. Charles also owns FinBalance LLC, spending minimal time on managing expenses and recordkeeping.
Employment History
Current Registrations
Ifp Securities, LLC
February 2025 - Present · 1 yr 3 mos
Ifp Securities, LLCBroker
February 2025 - Present · 1 yr 3 mos
Qtr Family Wealth, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Metric Financial, LLCBroker
February 2023 - May 2024 · 1 yr 3 mos
Bison Wealth, LLC
October 2022 - February 2025 · 2 yrs 4 mos
Schwab Private Client Investment Advisory, INC.
January 2013 - June 2022 · 9 yrs 5 mos
Charles Schwab & CO., INC.Broker
December 2012 - June 2022 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - November 2012 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2011 - November 2012 · 1 yr 7 mos
International Assets Advisory, LLCBroker
July 2009 - July 2010 · 1 yr
Raymond James Financial Services Advisors, INC
May 2009 - July 2009 · 2 mos
Raymond James Financial Services
November 2007 - July 2009 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
October 2007 - July 2009 · 1 yr 9 mos
Suntrust Investment Services, INC.
August 2005 - September 2007 · 2 yrs 1 mo
Suntrust Investment Services, INC.Broker
August 2005 - September 2007 · 2 yrs 1 mo
UBS Financial Services INC.Broker
April 2003 - March 2005 · 1 yr 11 mos
UBS Financial Services INC.
April 2003 - March 2005 · 1 yr 11 mos
Lincoln Financial Advisors Corporation
August 2002 - April 2003 · 8 mos
Lincoln Financial Advisors CorporationBroker
September 2000 - April 2003 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
September 2000 - April 2003 · 2 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
January 2000 - August 2000 · 7 mos
Lincoln Financial Advisors CorporationBroker
January 2000 - August 2000 · 7 mos
State Registrations2 states
CAFL
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.