Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65, Series 66
Experience Industry experience
10 years
Location
Tracy City, TN
IWC Financial Planning
Supported
Erin Kunz is a financial advisor at IWC Financial Planning with 10 years of industry experience. She holds the Series 63, 65, and 66 designations. Her prior experience includes two separate tenures at LPL Financial totaling nine years and a period of self-employment since 2015. Outside of her advisory work, Kunz owns and operates a bookkeeping business in Tracy City, Tennessee. IWC Financial Planning serves individuals, trusts, businesses, endowments, and nonprofit organizations by providing financial planning and participant plan consulting without managing client assets directly. The firm emphasizes asset-class allocation and a passive, low-cost indexing investment approach, offering plans on a project or subscription basis with optional ongoing support through a planning platform.
Based on IWC Financial Planning
Flat fees up to $15,000, negotiable
Commission received from insurance carriers if client purchases insurance policies; no fee for insurance quotes
$250 per hour, negotiable
Monthly subscription fee up to a total of $15,000 over 12 months; $30 per month for planning website subscription
Fee-only: Monthly subscription up to $15,000 over 12 months; Flat fee up to $15,000 (negotiable); $250/hour hourly fee (negotiable); $30/month planning website subscription (non-negotiable)
Tracy City, TN
Tracy City TN
Advisors at this office
1
Tennessee · Texas
10 years of industry experience
LPL Financial
2021 - Present • 5 years
Edinburg, TX
Self-employed
2015 - Present • 11 years
Tracy City, TN
LPL Financial
2010 - 2014 • 4 years
Edinburg, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Monteagle, TN
LPL Financial
David Steinfeld is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. His career includes prior roles at Caldwell Advisors, Raymond James Financial, and Morgan Keegan & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting advisors with various investment strategies and technology tools.
CFP®, Series 63, Series 65
Monteagle, TN
Raymond James & Associates
Tandy Lewis Jr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. His prior business activities include partnerships and managing family assets through entities such as TABB EQUITIES LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with financial planning and advisory services. The firm offers a range of portfolio management styles and municipal advisory services, supporting advisors with extensive research and tailored client solutions.
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