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KG

Kevin D. Gunns

RYZOME INVESTMENT ADVISORS
Okemos, MI 48864
Some features on this profile are disabled
CRD#: 4453915
KG

Professional summary

Kevin D Gunns is a registered financial advisor currently at RYZOME INVESTMENT ADVISORS located in Okemos, Michigan.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kevin has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin D Gunns'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®
None

Experience

Current

April 29, 2014 - Present

RYZOME INVESTMENT ADVISORS

Office #1: 4121 Okemos Rd Suite 24, Okemos, MI 48864
RIA
CRD#: 170762
Okemos, MI
Past

February 1, 2011 - December 31, 2014

VINING LEONARD GROUP, LLC

RIA
CRD#: 151116
OKEMOS, MI
Past

September 8, 2009 - August 31, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
OKEMOS, MI
Past

January 17, 2002 - September 8, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
OKEMOS, MI
Past

October 18, 2001 - January 11, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 18, 2001 - January 11, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
Michigan
(4/29/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/28/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2001
General Securities Representative Examination

Current Firm

RI
RYZOME INVESTMENT ADVISORS
RYZOME INVESTMENT ADVISORS | RYZOME INVESTMENT ADVISORS, LLC

CRD#: 170762 / SEC#: 801-135589

Michigan
Registered Investment Advisory firm - (3/6/2014 Approved)
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Contact information

Main Address
4121 Okemos Rd Suite 24, Okemos, MI 48864
Mailing Address
Phone number
(517) 347-2210
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A & 2B (2/17/2026)

Regulatory assets under management

Total Number of Accounts675
AUM (Assets Under Management)$ 116,095,598

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

RYZOME INVESTMENT ADVISORS

CRD#: 170762Okemos, MI 48864

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