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Kory Kaunisto

1 Year of Experience
Brimley, MI

Kory Kaunisto is a registered investment advisor at Kaunisto Capital L.L.C., based in Brimley, MI, with 1 years of industry experience. Kory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Jones Financial charges a fee based on a percentage of the value of your portfolio. The exact percentage depends on the amount of assets Jones Financial manages for you. Contact Jones Financial for more details.

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Location

3060 M-28, Brimley, MI, 49715

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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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Employment History
Current Registrations
Kaunisto Capital L.L.C.
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
MI
Advisor

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.
Kory Kaunisto - Financial Advisor | TrueAdvisor