David Michael Gundy

Employer firm

Advanced Trader Investment Advisors, LLC. CRD 160044

$30.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2013 → 03/2023
  Atia Wealth Management Group
  Springfield, IL
• 03/2023 → Present
  Atia Wealth Management Group
  Springfield, IL

Previous Registrations

• 2013-02-04 → 2020-12-31
  Advanced Trader Investment Advisors, Llc.
  Springfield, IL
• 2013-02-04 → 2017-12-31
  Advanced Trader Investment Advisors, Llc.
  Springfield, IL
• 2010-03-11 → 2012-11-15
  Valic Financial Advisors, Inc.
  Peoria, IL
  Chicago, IL
• 2009-07-27 → 2010-01-11
  Midwestern Securities Trading Company, Llc
  Princeville, IL
  Peoria, IL
• 2004-07-07 → 2009-07-30
  Valic Financial Advisors, Inc.
  Peoria, IL
  Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2004-07-06
• S63 Uniform Securities Agent State Law Examination
  2000-07-10