William Alan Gruntler

Employer firm

Asset Protection Group CRD 164544

$62.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/1992 → Present
  Insurance Planning Services Inc/Dba-Asset Protection Group
  Plantation, FL
• 06/2012 → Present
  Capital Appreciation, Inc Dba Asset Protection Group
  Plantation, FL
• 05/2012 → 09/2018
  Royal Metals Group
  Plantation, FL
• 12/2006 → Present
  Royalty One Holdings, Inc.
  Plantation, FL
• 09/2020 → Present
  National Gold Consultants, Inc.
  Monticello, MN

Other Businesses

ASSET PROTECTION GROUP, 8551 W SUNRISE BLVD #106, PLANTATION FL 33322. PRESIDENT, 30 HOURS A WEEK TIME DEVOTED, START DATE 1989, LIFE, HEALTH, FIXED & INDEXED ANNUITIES, LTC, LTD & STD. APPT. WITH VARIOUS COMPANIES, INVESTMENT RELATED. ROYALTY ONE HOLDINGS, INC.; NON-INVESTMENT RELATED; PLANTATION, FL; HOLDING COMPANY FOR OFFICE; STARTED 12/2006; 0 HOURS PER MONTH; PAYMENT OF MORTGAGE AND ASSOCIATION FEES. National Gold Consultants, Inc.; Investment related; Monticello, MN; Precious Metal Sales; Precious Metals Salesperson; started 09/2020; 12 hours per month; 5 hours during trading hours; sale of precious metals

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-31