Kevin J Kunz
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin J. Kunz is an investment adviser representative with Charles Schwab & Co., Inc. in Sylvania, OH, where they have been registered since 2025. They have worked in the securities industry since 2003 and have been registered with 5 firms, including Fidelity Personal and Workplace Advisors and TD Ameritrade Investment Management, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
5 states and territories
Colorado, Florida, Indiana, Michigan, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Scottrade, Inc.Jan 2003 – Sep 2018Cincinnati, OH
- TD Ameritrade, Inc.Feb 2018 – Dec 2022Toledo, OH
- TD Ameritrade Investment Management, LLCFeb 2018 – Dec 2022Omaha, NE
- CHARLES SCHWAB and CO., INC.Dec 2022 – Nov 2023Cincinnati, OH
- Fidelity InvestmentsNov 2023 – no end date reportedPerrysburg, OH
- TD Ameritrade Investment Management, LLCOct 2020 – Dec 2022Toledo, OH
- Charles SchwabJan 2022 – Nov 2023Sylvania, OH
- Fidelity InvestmentsNov 2023 – Mar 2025Perrysburg, OH
- Charles Schwab & Co., Inc.Mar 2025 – no end date reportedSylvania, OH
- Charles Schwab Bank, SSBMar 2025 – no end date reportedSylvania, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Sylvania, OH
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin J Kunz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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