Carl J. Kunhardt
- Role
- Sr Wealth Advisor at Mercer Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Carl J. Kunhardt
Carl joined Mercer Advisors in October 2021 when Quest Capital Management merged with…
Experience
Sr Wealth Advisor
Oct 2021 — Present · Dallas, TX, US
Education
Southern Illinois University, Carbondale
BS, Management
1979 — 1988
University of North Texas
Certificate, Financial Planning
1999 — 2000
Collaborative Law Institute - TX
Collaborative Divorce Resolution
Troy University
MS, International Relations
1989 — 1990
Skills
- Financial Advisory
- Certified Financial Planner
- Retirement Planning
- Financial Planning
- Investment Advisory
- Wealth Management
- Long-Term Care
- Financial Planners
- Strategic Planning
- Strategic Financial Planning
- Iras
- Leadership
- Accredited Estate Planner
- Collaborative Law (Non-Attorney Neutral)
- Asset Allocation
- Risk Management
- Financial Analysis
- Life Insurance
- Finance
- Securities
- Investments
- Estate Planning
- Certified Iinvestment Management Analyst
- Wealth
- Asset Management
- Investment Strategies
- Portfolio Management
- Disability Insurance
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