Kara Buteau Kunz
Investment adviser representative at Cornerstone Wealth
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Cornerstone WealthFeb 2024 to now
- Cornerstone Wealth Group LLCFeb 2022 to now
- Bragg FinancialNov 2020 to Jan 2022
- Community School of DavidsonJun 2004 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cornerstone Wealth
Legal name: Cornerstone Wealth Group, LLC
$2.5BAssets managed
2,506Clients
30Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2827583
- Firm CRD
- 289971