Peter J Gutekunst

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2002 → Present
  Raymond James Financial Services, Inc.
  Fort Washington, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Washington, PA
• 07/2009 → Present
  Gute Financial Services, Inc.
  Fort Washington, PA

Previous Registrations

• 2004-05-26 → 2007-08-03
  Gute Financial, Llc
  Spring House, PA

Other Businesses

(1)Name of Business: Gute Financial Services, Inc. Address: 550 Pinetown Rd Ste 314, Fort Washington, PA, 19034, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/08/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: S corp. I run business/payroll expenses through, independent firm name on RJFS letterhead/business cards etc. (2)Name of Business: Pete Gutekunst, author Address: 550 Pinetown Rd Ste 314, Fort Washington, PA, 19034, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 03/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Using 90 minute book, I have a book in process and having gone through the experience with them, believe I have a few other books in me. These are books I will write that I believe will be relevant to my clients and prospects from a planning perspective.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-17
• S63 Uniform Securities Agent State Law Examination
  1994-01-13

Designations

• Certified Financial Planner