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Angela Kunze

17 Years of Experience
Scottsdale, AZ
Broker

Angela Kunze is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Angela is involved in agriculture/farming through K Bar Ranch LLC since 2022. She dedicates minimal time to this business activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.Broker
February 2015 - Present · 11 yrs 7 mos
Previous Registrations
Vanguard Marketing CorporationBroker
April 2011 - February 2015 · 3 yrs 10 mos
Equitrust Marketing Services, LLCBroker
June 2008 - December 2010 · 2 yrs 6 mos
State Registrations39 states
AKARAZCACODCFLGAIAIDILINKSKYMDMEMIMNMOMTNCNJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.