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Connor Gunkel

5 Years of Experience
Fort Wayne, IN
Broker

Connor Gunkel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10249 Auburn Road, Fort Wayne, IN, 46825

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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

Connor is an independent contractor and financial advisor for both Gunkel Financial Services, LLC (since 2023) and Simcox Financial Services, Inc (since 2017). He dedicates about half of his time to each of these roles, using Gunkel Financial Services, LLC for compensation and expenses.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 5 mos
State Registrations14 states
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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.
Connor Gunkel - Financial Advisor | TrueAdvisor