TA
Tracy Ann Kuntz
CRD 4776854
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Towneley Capital Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Towneley Capital Management, Inc.
President, Chief Operating Officer And Chief Compliance Officer · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗