Kevin Blake Gunter

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 03/2020
  Ameriprise Financial Services, Inc.
  High Point, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Greensboro, NC

Other Businesses

Business Ownership; The Gunter Group Inc.; Serve as the one and only person in the S-Corp. The Gunter group is being established as part of a new teaming arrangement I have entered into with fellow Ameriprise AFG advisor Doug Smith (Edgeworth Capital). My responsibilities will be extremely limited and the most basic, S-corp is only being established as part of the new teaming arragement.; Business is an S-Corp. Created for tax purposes related to new teaming arrangement.; 1801 Tiffany Place, , Greensboro, NC, 27408; Investment-Related; 06/15/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; The Gunter Group Inc.; President - Serve as the one and only person in the S-Corp. The Gunter group is being established as part of a new teaming arrangement I have entered into with fellow Ameriprise AFG advisor Doug Smith (Edgeworth Capital). My responsibilities will be extremely limited and the most basic, S-corp is only being established as part of the new teaming arragement.; ; 1801 Tiffany Place, , Greensboro, NC, 27408; Investment-Related; 06/15/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Team Treffrey Incorporated; I'm listed as the secretary on my wife's self employed/incorporated health coaching/dietician business. North Carolina requires an Owner/President and a secretary on articles of incorporation. I am not and will not ever be a compensated employee of "Team Treffrey Inc."; 1801 Tiffany Place, , Greensboro, NC, 27408; Not Investment-Related; 04/27/2021; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-23