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Timothy Allen Kunkle

Investment Adviser Representative at Duncan Financial Planning Advisors

Pittsburgh, PACRD #3049627Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Timothy Allen Kunkle is an investment adviser representative in Pittsburgh, PA, currently registered with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. They have worked in the securities industry since 2004 and were previously registered with Princor Financial Services Corporation. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania and Texas.

Office

368 Butler St
Pittsburgh, PA 15223

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania, Texas
Broker:
13 states and territories

Florida, Illinois, Indiana, Maine, Maryland, Massachusetts, Minnesota, North Carolina, Pennsylvania, Rhode Island, Texas, Virginia, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/3/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 12/12/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/3/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/16/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Duncan Financial Planning AdvisorsCurrent
3/10/2026 – Pittsburgh, PA
Cambridge Investment Research Advisors, Inc.Current
3/24/2014 – Pittsburgh, PA
Princor Financial Services Corporation
10/2/2006 – 5/19/2008Dublin, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cambridge Investment Research, Inc
    Jan 2014 – no end date reportedFairfield, IA
  2. Duncan Financial Planning Advisors
    Mar 2026 – no end date reportedIrwin, PA
  3. Cambridge Investment Research Advisors, Inc.
    Mar 2014 – no end date reportedFairfield, IA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Duncan Financial Planning Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Hourly
  • Fixed fee
  • Other

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

Financial Planning

Client types the firm serves

Individuals

Firm assets under management

Not disclosed

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
27
Offices listed on AdvisorFinder:
24
Main office:
Irwin, PA
SEC file number:
801-119284

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 10, 2026

View full firm profile

Other advisors at Duncan Financial Planning Advisors

Showing 12 of 27 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Allen Kunkle 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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