BC
Benjamin T. Chunko
LIBERTY ASSET MANAGEMENT
Allentown, PA 18103
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CRD#: 4644616
BC
Professional summary
Benjamin Tyler Chunko, who also goes by Ben Chunko, Benjamin Tyler Chunko None, is a registered financial advisor currently at LIBERTY ASSET MANAGEMENT located in Allentown, Pennsylvania and APW CAPITAL, INC. located in Allentown, Pennsylvania.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Benjamin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben Chunko | Benjamin Tyler Chunko None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1-INSURANCE SALES THROUGH LIBERTY WEALTH MANAGEMENT; ALLENTOWN, PA; FIXED INSURANCE/EXCLUDES EQUITY INDEX; START DATE: 1/14/2013; TITLE: WEALTH ADVISOR; 10% TIME SPENT. 2-LIBERTY ASSET MANAGEMENT; ALLENTOWN, PA; RIA; START DATE: 12-24-2012; TITLE: ASSOCIATE ADVISOR, 85% TIME SPENT; DUTIES: ADVISOR. 3-CKW ASSOCIATES, LLC; KUTZTOWN, PA; SVC. DESCRIPTION: OWN AND MANAGE REAL ESTATE; START DATE: 7/24/2012; TITLE: PARTNER; DUTIES: MANAGE REAL ESTATE RENTAL PROPERTIES; 5% TIME SPENT. 4-Grit Mat Club, Investment related:No, 1484 Willowbrook Drive, Bethlehem, PA, 18015, Athletic Club, Owner, 08/31/2020, 10 hours / week, run practices
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Tyler Chunko's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 14, 2013 - Present
LIBERTY ASSET MANAGEMENT
Office #1: 3570 Hamilton Blvd. Suite 301, Allentown, PA 18103RIA
CRD#: 142094
Allentown, PA
Current
January 14, 2013 - Present
APW CAPITAL, INC.
Office #1: 3570 Hamilton Boulevard, Suite 301, Allentown, PA 18103BD
CRD#: 43814
Allentown, PA
Past
August 12, 2009 - February 7, 2013
MORGAN STANLEY
BD
CRD#: 149777
BETHLEHEM, PA
Past
May 12, 2006 - August 7, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
HELLERTOWN, PA
Past
May 28, 2003 - August 7, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
HELLERTOWN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LIBERTY ASSET MANAGEMENT
LIBERTY ASSET MANAGEMENT | LIBERTY ASSET MANAGEMENT, LLC
CRD#: 142094 / SEC#: 801-132496
RIA
Registered Investment Advisory firm - (7/15/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/15/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/18/2025 Terminated)Texas
Registered Investment Advisory firm - (8/15/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/9/2021)
RR
Florida(6/27/2023)
RR
Illinois(3/9/2015)
RR
New Jersey(11/5/2015)
RR
Pennsylvania(1/14/2013)
IAR
Pennsylvania(2/14/2013)
RR
Texas(2/10/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LA
LIBERTY ASSET MANAGEMENT
LIBERTY ASSET MANAGEMENT | LIBERTY ASSET MANAGEMENT, LLC
CRD#: 142094 / SEC#: 801-132496
RIA
Registered Investment Advisory firm - (7/15/2025 Approved)Louisiana
Registered Investment Advisory firm - (8/15/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/18/2025 Terminated)Texas
Registered Investment Advisory firm - (8/15/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3570 Hamilton Blvd. Suite 301, Allentown, PA 18103
Mailing Address
Phone number
(610) 398-7333
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 539 |
| AUM (Assets Under Management) | $ 106,177,228 |
Red Flags
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Company Information
LIBERTY ASSET MANAGEMENT
CRD#: 142094Allentown, PA 18103TRUST BUT VERIFY
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