Diana Elizabeth Hunter

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2019 → Present
  Gem State Financial Group
  Orem, UT
• 04/2019 → 12/2020
  Ameritas Investment Corp
  Lincoln, NE
• 07/2017 → 04/2019
  Peterson & Associates Cpa, Llc
  Orem, UT
• 11/2014 → 04/2019
  Corecap Advisors
  Southfield, MI
• 11/2015 → 04/2019
  M & O Marketing
  Southfield, MI
• 01/2021 → Present
  Belpointe Asset Management
  Reno, NV

Previous Registrations

• 2019-04-26 → 2021-01-15
  Ameritas Investment Company, Llc
  Provo, UT
  Glendale, AZ
  Orem, UT
  Freeport, NY
  Glendale, AZ
• 2014-11-18 → 2019-04-25
  Corecap Advisors
  Provo, UT
  Southfield, MI
  Oren, UT
• 2014-06-11 → 2014-11-12
  Transamerica Financial Advisors, Llc
  Orem, UT

Other Businesses

1) Fixed insurance sales, investment related, same address as branch, since 04/2019, sales of traditional insurance products and fixed annuities through various carriers, 10 hours per month, some during trading hours. 2) Lallatin-Hunter Family Living Trust ; investment-related; home residence in Orem, UT; family trust; trustor; since 11/2019; 1 hour per month, 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-10
• S63 Uniform Securities Agent State Law Examination
  2013-07-05