Meeting Confirmation
 
 
 
 
 
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I Look Forward to Meeting With You!

 
Timothy A. Kunkle joined Duncan Financial Group, LLC, in December 2013. He brings over 20 years of institutional retirement plan and wealth management experience to his role as Investment Advisor Representative at Duncan Financial Group.

Tim works closely with potential and existing retirement clients on evaluating plan design, administration, investments, compliance, fiduciary responsibility and ERISA regulatory matters. He prides himself on building long-term relationships with his growing client base and providing excellent customer service.

He received a Master of Business Administration from the University of Phoenix and a Bachelor of Science in Consumer Affairs from Indiana University of Pennsylvania. Tim currently holds FINRA Series 6, 7, 63 and 65 licenses. He obtained the Accredited Investment Fiduciary™ designation in 2015 and is licensed in Life and Health insurance in PA, OH, WV and VA.
 
 
 

Tim Kunkle, AIF®, ARPC

Relationship Manager, Investment Advisor Representative

Direct Contact:

(412)238-7330 x3177
TKunkle@duncangrp.com

 
 

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