Nathan W. Kunkel
SAVVY | Senior Wealth Advisor
Cincinnati, OH
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CRD#: 7182040
Professional summary
Nathan William Kunkel, CFP® is a registered financial advisor currently at SAVVY located in Cincinnati, Ohio.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nathan has worked at 2 firms .
Biography
Nate is a Certified Financial Planner® and Wealth Advisor with nearly a decade of industry experience. His introduction to the world of financial advice began early in college at the University of Cincinnati through internships, where he discovered his passion and desire to work with families to achieve the retirements that they have worked so hard for.
Throughout his career, he has had the opportunity to work with many employees from Procter & Gamble, and have developed expertise helping clients with distribution strategies, options analysis & planning, and income planning in retirement.
Nate lives in Cincinnati in the Hyde Park area with his wife, Abby. In his time away from work, he enjoys running, cycling, tennis, and cheering on the Cincinnati sports teams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
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.
UNIVERSITY OF CINCINNATI; NOT INVESTMENT RELATED; CINCINNATI, OH, ADJUNCT PROFESSOR; START DATE 1/9/2023; 25 HRS PER MONTH, 0 HRS DURING TRADING HOURS; TEACH CFP CAPSTONE COURSE
CRS (Client Relationship Summary) - RIA
Click below to view Nathan William Kunkel'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®
CFP®
Start date: 2019
Experience
Current
May 20, 2024 - Present
SAVVY
RIA
CRD#: 318493
Cincinnati, OH
Past
October 2, 2019 - June 28, 2024
MARINER WEALTH
RIA
CRD#: 140195
CINCINNATI, OH
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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)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.Highlighted states indicate IAR registrations
IAR
Ohio(5/20/2024)
Exams
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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