Gustavo Gonzalez

INTEGRATED FINANCIAL MANAGEMENT

Boise, ID 83704

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CRD#: 4982399

Professional summary

Gustavo Gonzalez, who also goes by Gus Gonzalez, is a registered financial advisor currently at INTEGRATED FINANCIAL MANAGEMENT, LLC located in Boise, Idaho.

Gustavo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gustavo has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gus Gonzalez

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.

1.)PINNACLE BENEFIT CONSULTANTS, LLC; AGENT; "DOING BUSINESS AS" (DBA); START DATE: 12/20/2010. 2) GUS GONZALEZ; NOTARY; ATTORNEY/PARALEGAL/NOTARY SERVICES; START DATE 06/25/2012; 4 HRS. PER MONTH. 3)Insurance Agent; investment related: Yes; Location of the business: 9470 W. Fairview Ave. Boise, ID 83704; Description of the business: Insurance Agent that sells life, long term care and disability insurance. ; Position Title: Insurance Agent ; Responsibilities Duties: Assist clients in obtaining life, long term care and disability insurance. ; Start date with business: 2020-03-01; Hours devoted to business during trading hours: 1; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. 4) Idaho Inferno Soccer Club Board Member; Investment related: No; Location: PO Box 1103 Caldwell ID 83606 USA; Position Title: Board Member; Responsibilities Duties: Attend board meetings once per month and help the club grow and be of service to the local community; Start date: 2023-06-12; Hours per month during trading hours: 0; Hours per month outside trading hours: 5.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustavo Gonzalez's 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

February 19, 2020 - Present

INTEGRATED FINANCIAL MANAGEMENT, LLC

Office #1: 9470 W. Fairview Ave., Boise, ID 83704

RIA

CRD#: 304071

Boise, ID

Past

March 6, 2017 - February 13, 2020

CAPITAL ASSET MANAGEMENT, LLC

RIA

CRD#: 284505

Boise, ID

Past

July 2, 2012 - February 13, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

BOISE, ID

Past

August 1, 2008 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

BOISE, ID

Past

August 1, 2008 - February 13, 2020

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

BOISE, ID

Past

July 27, 2005 - August 1, 2008

WORLD GROUP SECURITIES, INC.

CRD#: 114473

BLISS, ID

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

Arizona
(3/12/2024)

IAR

Colorado
(1/12/2021)

IAR

Idaho
(2/19/2020)

IAR

Montana
(3/11/2020)

IAR

Utah
(12/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/8/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/19/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/26/2005

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/16/2005

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INTEGRATED FINANCIAL MANAGEMENT, LLC

CRD#: 304071 / SEC#:

Arizona

Registered Investment Advisory firm - (3/12/2024 Approved)

Colorado

Registered Investment Advisory firm - (1/12/2021 Approved)

Idaho

Registered Investment Advisory firm - (2/18/2020 Approved)

Montana

Registered Investment Advisory firm - (3/10/2020 Approved)

Utah

Registered Investment Advisory firm - (11/30/2020 Approved)

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Contact information

Main Address

9470 W. Fairview Ave., Boise, ID 83704

Mailing Address

Phone number

(208) 376-1648

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 50,202,766

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.

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Advisor Monitoring

Firm Stability Insights

Gustavo Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustavo Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ASSET MANAGEMENT, LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/8/2007

Series 63

Date: 8/19/2005

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2010

Series 6

Date: 7/26/2005

Series 26

Date: 11/16/2005

Current Firm

INTEGRATED FINANCIAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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