James Kunkel Email & Phone Number
Senior Financial Planner @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
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James Kunkel Location
- Fishers, IN, US
James Kunkel Work
- 2023 -now Senior Financial Planner @
- 2021 -2023 Senior Financial Planner @
- 2020 -2021 Senior Financial Planner @
- 2015 -2020 Financial Planner, Wealth Strategies Group @ Schwab Private Client Investment Advisory, Inc
- 2012 -2015 Portfolio Consultant @ Schwab Private Client Investment Advisory
- 2004 -2011 Portfolio Consultant @
- 2000 -2003 Registered Representative @
James Kunkel Education
- Ball State University
Bachelor of Science (B.S.) (Financial Planning, Economics (minor))
1996-2000
James Kunkel Skills
- Strategic Planning
- Marketing
- Strategy
- Healthcare
- Ecumenism
- Retirement
- Income Protection
- Financial Planning
- Retirement Planning
- Financial Advisory
- Wealth Management
James Kunkel Summary
- James Kunkel, based in Fishers, IN, US, is currently a Senior Financial Planner at SCHWAB WEALTH INVESTMENT ADVISORY, INC.. James Kunkel brings experience from previous roles at Charles Schwab, Schwab Private Client Investment Advisory, Inc., Schwab Private Client Investment Advisory, Inc and Schwab Private Client Investment Advisory. James Kunkel holds a 1996 - 2000 Bachelor of Science (B.S.) in Financial Planning, Economics (minor) @ Ball State University. With a robust skill set that includes Strategic Planning, Marketing, Strategy, Healthcare, Ecumenism and more. James Kunkel has 1 emails and 2 mobile phone numbers on RocketReach.
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