Charles Whitlock Kunzelman
Investment adviser representative at Qtr Family Wealth, LLC
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$749.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Ifp Securities, LLCJan 2025 to now
- Qtr Family Wealth, LLCDec 2024 to now
- Metric Financial LLCFeb 2023 to May 2024
- Bison Wealth, LLCAug 2022 to Feb 2025
- Charles Schwab & Co., Inc.Nov 2012 to Jun 2022
- Schwab Private Client Investment Advisory, Inc.Nov 2012 to Jun 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Qtr Family Wealth, LLC
$749.3MAssets managed
205Clients
6Advisers
2 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
- 4074399
- Firm CRD
- 331655