sg****@ut****.com & No phone number available.

Steven Gundy

Since 1999, I have enjoyed assisting my clients with managing their investment portfolios. From goals that include ensuring... | Dallas, Texas, United States

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Steven Gundy’s Emails sg****@ut****.com

Steven Gundy’s Phone Numbers No phone number available.

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Steven Gundy’s Location Dallas, Texas, United States

Steven Gundy’s Expertise Since 1999, I have enjoyed assisting my clients with managing their investment portfolios. From goals that include ensuring sufficient retirement funds and implementing retirement income strategies, to investing in a tax-efficient manner, we help build the financial foundation necessary to achieve them. Representative of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. GS Wealth Management, BFCFS, and BFC Planning, Inc. are independent entities.

Steven Gundy’s Current Industry United Texas Bank Director

Steven Gundy’s Prior Industry
Fox And Company Investments | Gs Wealth Management | Milkie Ferguson Investments | United Texas Bank Director

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Work Experience

United Texas Bank Director

Board of Directors

Wed Sep 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Gs Wealth Management

Founder & Managing Partner

Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Milkie Ferguson Investments

North Dallas Branch Manager - Broker / Dealer and RIA

Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)

Fox And Company Investments

Branch Manager

Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)

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Languages

Steven Gundy Email Addresses

sg****@ut****.com Work Email

sg****@ut****.com Personal Email

sg****@gs****.com Personal Email

FAQ About Steven Gundy

Steven Gundy is located at
Dallas, Texas, United States

Steven Gundy is a
Since 1999, I have enjoyed assisting my clients with managing their investment portfolios. From goals that include ensuring sufficient retirement funds and implementing retirement income strategies, to investing in a tax-efficient manner, we help build the financial foundation necessary to achieve them. Representative of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. GS Wealth Management, BFCFS, and BFC Planning, Inc. are independent entities. United Texas Bank Director

Steven Gundy currently works in the
United Texas Bank Director

Steven Gundy specializes in
Since 1999, I have enjoyed assisting my clients with managing their investment portfolios. From goals that include ensuring sufficient retirement funds and implementing retirement income strategies, to investing in a tax-efficient manner, we help build the financial foundation necessary to achieve them. Representative of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. GS Wealth Management, BFCFS, and BFC Planning, Inc. are independent entities.

Steven Gundy speaks the following languages:
No languages available.

Steven Gundy has prior experience in the following industries:
Milkie Ferguson Investments , Fox And Company Investments

Steven Gundy has the following professional experience:
United Texas Bank Director , Gs Wealth Management , Milkie Ferguson Investments , Fox And Company Investments .