Carl J. Kunhardt,  CFP<sup>&reg;</sup> - Financial Advisor

Carl J. Kunhardt, CFP®

CIMA®, AEP®

Quest Capital Management, Inc.

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 691-6090

General

Carl Kunhardt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quest Capital Management, Inc. in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 31, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - AEP®

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Member FINRA/SIPC.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Nontraditional Households

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