Douglas
Kuntz
Lpl Financial LLC
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About this Advisor
Douglas Kuntz is a financial advisor based in Great Falls, Montana, working with Lpl Financial LLC. Douglas has previously held positions at The Prudential Insurance Company Of America, Pruco Securities LLC, Lpl Financial LLC, Various Insurance Carriers For W&R Insurance Agencies, and Waddell & Reed, Inc. Douglas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, Connecticut, Idaho, Illinois, Indiana, Iowa, Minnesota, Montana, Pennsylvania, Texas, Utah, Washington, and Wyoming. Currently, Douglas is part of Lpl Financial LLC, which operates out of Great Falls, Montana. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Douglas Kuntz Work History
Lpl Financial LLC
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
The Prudential Insurance Company Of America
Pruco Securities LLC
Disclosures
Please visit the SEC profile of Douglas Kuntz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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