SK
Scott W. Kunz
VALHALLA ADVISORS LLC
Glendale, AZ 85308
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CRD#: 7365464
SK
Professional summary
Scott Wesley Kunz is a registered financial advisor currently at VALHALLA ADVISORS LLC located in Glendale, Arizona.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 1 firm and has passed the Series 65 exam.
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.
1) H & R Block; investment related: No; Location: Cotton and Greenway, Surprise AZ 85379 USA; Description: H & R Block is a Tax Preparation Company; Position Title: Tax Preparer; Responsibilities Duties: Complete and File peoples taxes; Start date: 2022-11-07; Hours per months during trading hours: 0; Hours per month outside trading hours: 25.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Wesley Kunz'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
May 13, 2021 - Present
VALHALLA ADVISORS LLC
Office #1: 7055 W. Bell Rd Suite B 20, Glendale, AZ 85308RIA
CRD#: 310811
Glendale, AZ
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
Arizona(5/13/2021)
Current Firm
VA
VALHALLA ADVISORS LLC
TVG LLC | VALHALLA ADVISORS LLC
CRD#: 310811 / SEC#:
Arizona
Registered Investment Advisory firm - (10/21/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7055 W. Bell Rd Suite B 20, Glendale, AZ 85308
Mailing Address
Phone number
(480) 378-3046
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 182 |
| AUM (Assets Under Management) | $ 14,160,729 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
