Adam Kunkel, AAMS^®

An Introduction

Adam has been working in wealth management and financial planning since 2017. He specializes in consolidating and preparing retirement accounts, as well as innovating income strategies to help fund a comfortable and secure retirement. His work centers around researching investments, building financial plans, and conducting in-depth analysis and monitoring of client portfolios.

Prior to joining our team as an analyst and planner, Adam worked as a financial advisor in Belle Plaine, MN. He advised over 200 families, keeping a close eye on portfolio allocations and ensuring that investments fit the needs of his clients.

Adam lives in rural St. Peter with his wife Tara and their two dogs. When he isn’t in the office, Adam can be found fishing on Lake Washington, playing softball, or skating at the local ice rink. Adam and Tara enjoy Maverick hockey games and traveling the country; their goal is to visit all fifty states.

Degrees & Credentials

• Accredited Asset Management Specialist^SM
• BA Augustana College
• Series 7, 66 securities registrations, held through Commonwealth Financial Network^®