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Carl J. Kunhardt, CFP®, CIMA®, AEP®

Quest Capital Management, Inc.
Financial Planning

Contact Information:

8235 Douglas Ave., Suite 500
Dallas, TX 75225
United States
T: 214 378.2219
F: 214 691.6171
www.QuestAdvisor.com

Years in Business:

 

17

Clients I'm Seeking:

 

My clients are professionals, business owners and corporate executives. Approximately 35% are retired. All share a common trait: they are serious about their financial future and want to continue to make better decisions with their wealth.

About My Business:

 

Founded in 1987, Quest is a independent fee-based comprehensive financial planning and wealth management firm. Our goal from the begining has been to help our clients wishing to make better decisions about their wealth meet their goal. Working principally with individual families, our clients are successful people who respect professional and objective advice and are willing to make decisions and take action. An Independent Registered Investment Advisor with the US Securities and Exchange Commission, Quest has grown to become one of the leading independent wealth management firms in the country managing over $1.1 billion. Securities offered through Raymond James Financial Services, member FINRA/SIPC.

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