Charles Kunzelman has been an investment adviser representative at QTR Family Wealth since December 2024, and is not listed among the firm’s executive officers or direct owners. Charles Kunzelman holds a Bachelor of Business Administration from Stetson-Hatcher School of Business, Mercer University.
QTR Family Wealth, LLC is a Lake Mary, FL firm with $749M under management, 205 clients and 6 advisers in one office, as of its March 2026 filing.
Whit Kunzelman is Private Wealth Strategist of QTR Family Wealth. Kunzelman helps clients define and achieve their wealth planning goals, creating and adjusting strategies as client priorities change, with experience in balance sheet and cash-flow planning for lifetime capital, legacy and business sale preparation. Kunzelman has over 25 years of experience and joined QTR Family Wealth in 2022 after serving as a Senior Advisor at Schwab Private Client Investment Advisory, Inc.
Charles Kunzelman’s longest registration was 9 years at Schwab Private Client Investment Advisory, Inc. (2013–2022). Before joining QTR Family Wealth in 2024, Charles Kunzelman was registered through Bison Wealth, LLC and Schwab Private Client Investment Advisory, Inc.
- QTR Family Wealth, LLCCurrent– present · 1 yearLake Mary, FL · Adviser representative · Firm CRD 331655
- Bison Wealth, LLC– · 2 yearsLake Mary, FL · Adviser representative · Firm CRD 165931
- Schwab Private Client Investment Advisory, Inc.– · 9 yearsOrlando, FL · Adviser representative · Firm CRD 159035
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearOrlando, FL · Adviser representative · Firm CRD 7691
- Raymond James Financial Services Advisors, Inc– · under a yearOrlando, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearOrlando, FL · Adviser representative · Firm CRD 6694
- Suntrust Investment Services, Inc.– · 2 yearsOrlando, FL · Adviser representative · Firm CRD 17499
- UBS Financial Services Inc.– · 1 yearOrlando, FL · Adviser representative · Firm CRD 8174
- Lincoln Financial Advisors Corporation– · under a yearAtlanta, GA · Adviser representative · Firm CRD 3978
Professional designations
Listed by QTR Family Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Wealth Strategist™ (CWS®)
- Chartered Financial Consultant™ (ChFC®)
Investment adviser representative registrations
Charles Kunzelman is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 16 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 January 2000 |
| Series 7 | General Securities Representative Examination | 5 January 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Whitlock Kunzelman
- CRD
- 4074399
- Firm
- QTR Family Wealth · CRD 331655
- Office
- 605 CRESCENT EXECUTIVE COURT, SUITE 104, Lake Mary, FL 32746
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- qtrfamily.com
Where does Charles Kunzelman work?
Charles Kunzelman is an investment adviser representative registered through QTR Family Wealth, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Charles Kunzelman a financial advisor?
Yes. Charles Kunzelman has a current investment-adviser registration in Florida, through QTR Family Wealth since December 2024.
How many years of experience does Charles Kunzelman have?
Charles Kunzelman has 25 years in the financial industry, since October 2001, across 9 adviser firms.
What exams has Charles Kunzelman passed?
Charles Kunzelman has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in January 2000. FINRA credited Charles Kunzelman with the SIE, which began in October 2018.
Where did Charles Kunzelman work before QTR Family Wealth?
Before QTR Family Wealth, Charles Kunzelman was registered through Schwab Private Client Investment Advisory, Inc., January 2013 to June 2022; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2011 to November 2012; Raymond James Financial Services Advisors, Inc, May 2009 to July 2009; Raymond James Financial Services, November 2007 to July 2009; Suntrust Investment Services, Inc., August 2005 to September 2007; UBS Financial Services Inc., April 2003 to March 2005; Lincoln Financial Advisors Corporation, August 2002 to April 2003.
Where is Charles Kunzelman based?
Charles Kunzelman’s registered office is in Lake Mary, FL.
Is Charles Kunzelman registered with FINRA?
Yes. Charles Kunzelman has a current broker registration, under CRD 4074399.
Source: FINRA BrokerCheck
Is Charles Kunzelman a CFP?
QTR Family Wealth lists Charles Kunzelman with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Whit Kunzelman, CFP® CWS® ChFC® biography, qtrfamily.com
How can I verify Charles Kunzelman’s record?
Search CRD 4074399 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Kunzelman’s full registration record.
- Chad HunterChief Executive Officer/ Managing Partner
- Jeffrey SmithChief Compliance Officer
- Nicole Di PietroChief Operations Officer
- Wesley HunterManaging Partner