Kirstyn Kunz is a registered investment advisor, based in Concord, CA, with 13 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Kirstyn works full-time as a Director and Sales Consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in 2013.
Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 9 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 9 mos
Assetmark, INC.
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Capital Brokerage CorporationBroker
November 2013 - August 2014 · 9 mos
Cetera Financial Specialists LLCBroker
March 2012 - October 2013 · 1 yr 7 mos
State Registrations1 state
TN
AdvisorBrokerBoth
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
No exam information available for this advisor.