Kelly Kunst
Kelly Kunst is a CFP-designated registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Cedar Rapids, IA, with 16 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
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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 ActivitiesSells Insurance
Kelly is a fixed insurance agent since 2013 and a Registered Representative and Investment Advisor Representative with GS Wealth Management since 2015, dedicating full-time hours to sales and service of securities products. Kelly is also the founder of Fiscal Harmony, a financial planning and advisory business, and spends minimal time as a church council member and a few hours per week writing a book for entrepreneurs.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Kalos Capital, INC.Broker
D.R. Saur Financial, INC.
NFP Securities, INC.
MML Investors Services, INC.Broker
State Registrations10 states
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