Jim Kunkel is a Case Design Specialist for ProvenanceWealth Adviors and a Registered Representative and Investment Advisor Representative offering securities and investment advisory services throughWalnut Street Securities Inc., Member FINRA, SIPC. He is licensed to sell securities.
Prior to joining ProvenanceWealth Advisors, Jim served in the US Navy as a nuclear submarine officer. He applies his engineering skills in developing methods and documentation to minimize estate and income taxes through creative techniques allowed under the IRS code. Jim also worked eleven years as a registered financial advisor for Sagemark Consulting, a subsidiary of the Lincoln Financial Group, formerly Cigna Financial Advisors, Inc.
He is responsible for the Firm's plan case designs and focuses on the areas of estate, business continuity, retirement and investments for closely-held businesses and self-employed professionals.
Jim is active in the community as a member of the Port Everglades Association, and Christ Church United Methodist.
Jim received his Bachelor of Science Degree in Electrical Engineering from Purdue University. |
