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AG

Ann E. Gunst

TRUSTMONT ADVISORY GROUP
ELMHURST, IL
Some features on this profile are disabled
CRD#: 2133791
AG

Professional summary

Ann Elizabeth Gunst, CFP®, who also goes by Ann E Graber, Ann E Gunst, Ann Gunst, is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Elmhurst, Illinois and TRUSTMONT FINANCIAL GROUP, INC. located in Greensburg, Pennsylvania.

Ann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Ann has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ann E Graber | Ann E Gunst | Ann Gunst

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Graber Family LLC- (01-2014) - 1004 S Chatham Ave Elmhurst IL 60126- partner/accounting- accounting and booking - LLC owns rental property- 2 hpm during market hours/ 24 hrs total per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ann Elizabeth Gunst's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

January 27, 2025 - Present

TRUSTMONT ADVISORY GROUP, INC.

RIA
CRD#: 106015
ELMHURST, IL
Current

July 2, 2025 - Present

TRUSTMONT FINANCIAL GROUP, INC.

Office #1: Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
BD
CRD#: 18312
Greensburg, PA
Past

May 11, 2017 - August 1, 2023

HALO SECURITIES, LLC

BD
CRD#: 279029
OAK BROOK, IL
Past

March 17, 2015 - December 31, 2017

ROTHSCHILD WEALTH LLC

RIA
CRD#: 162442
OAKBROOK, IL
Past

March 17, 2015 - January 24, 2025

ROTHSCHILD WEALTH LLC

RIA
CRD#: 162442
OAKBROOK, IL
Past

January 2, 2013 - February 23, 2015

AMERICAN TRUST INVESTMENT SERVICES, INC.

BD
CRD#: 3001
WHITING, IN
Past

November 4, 2011 - November 16, 2015

FORTUNE FINANCIAL GROUP, INC.

RIA
CRD#: 111378
GLEN ELLYN, IL
Past

October 11, 2011 - December 31, 2012

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
GLEN ELLYN, IL
Past

November 24, 2010 - September 16, 2011

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHICAGO, IL
Past

September 11, 2009 - September 23, 2011

LENOX ADVISORS, INC.

RIA
CRD#: 119386
BLOOMINGDALE, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/6/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/23/2010
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC

CRD#: 106015 / SEC#: 801-30694

RIA
Registered Investment Advisory firm - (11/27/1987 Approved)
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Contact information

Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A 03-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5,387
AUM (Assets Under Management)$ 1,126,006,619

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUSTMONT ADVISORY GROUP, INC.

CRD#: 106015Elmhurst, IL

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