Gunnar Swain Gavin

Current Employers

Employment History

• 05/2016 → Present
  Bankers Life Securities, Inc
  Wesely Chapel, FL
• 03/2007 → Present
  Bankers Life & Casualty, Inc
  Wesley Chapel, FL
• 06/2018 → Present
  Bankers Life Advisory Services, Inc
  Wesley Chapel, FL

Other Businesses

GUNNAR GAVIN CONDO RENTAL POSITION: Condo Owner/Landlord NATURE: Rental Property INVESTMENT RELATED: NO NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/15/2016 ADDRESS: 143 E Eighth St., #1, Traverse City MI 49684 DESCRIPTION: I am the owner of a condominium in Traverse City, MI that I rent out for 2-7 days at a time for real estate/rental investment income. BANKERS LIFE AND CASUALTY POSITION: Unit Supervisor NATURE: I sell and produce Insurance and work with Ins Agents who aren't securities licensed in how to compliantly fact find and refer me to their clients and prospects that may need securities advice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 04/16/2020 ADDRESS: 1760 Forest Ridge Dr., Suite B, Traverse City MI 49686, United States DESCRIPTION: I work with Ins Agents and their clients who are referred to me for their securities dealings. I also produce Insurance Policies with existing clients and prospects. GUNNAR GAVIN & MATTHEW MYERS PARTNERSHIP POSITION: Partner NATURE: My friend and I recently purchased a boat slip jointly which we plan to lease out for income and most likely eventually sell hopefully for a profit above or costs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2022 ADDRESS: 312 Locust St, Traverse City MI 49684, United States DESCRIPTION: I'm a 50% boat dock slip property owning partner. MIDTOWN SQUARE CONDOMINIUM ASSOCIATION POSITION: Board Treasurer NATURE: Condo Association board administration INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2022 ADDRESS: 2240 W South Airport Rd, Ste E, Traverse City MI 49684, United States DESCRIPTION: Attend annual meeting and review financial documents related to condo association which are prepared by a separate management company (Monarch Management).Coordinate and communicate with other board members. GUNNAR GAVIN APARTMENT RENTAL POSITION: Property Owner/Landlord NATURE: Real Estate Investment Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 312 Locust St, Traverse City MI 49684, United States DESCRIPTION: I own a home I reside in with a separate entrance 1 bedroom apartment built into the house. I rent the apartment for 6 months at a time to a tenant. CERTIFIED STORAGE LLC & NATE AND GUN HOLDINGS LLC POSITION: Partner/Owner NATURE: Self Storage rental units. There are 7 buildings that make up 191 units INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2023 ADDRESS: 4835 S Garfield, Kingsley MI 49649, United States DESCRIPTION: I'm 50/50 Partner/Owners with Nathan Duell on both LLC's listed above. We own self storage business which is the Certified Storage LLC and have a separate LLC (Nate and Gun Holdings LLC) for the actual property and buildings. Nathan Duell is the managing member of operations. I help with operations and financial management, taxes and insurance planning related to the business.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-21
• S63 Uniform Securities Agent State Law Examination
  2015-06-04