TG
Timothy D. Grunstra
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CRD#: 5144646
TG
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Timothy D Grunstra, who also goes by Timothy D Gaunstra, was a registered financial professional .
Timothy is a previously registered financial professional and started their career in finance in 2006. Timothy had worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Timothy D Gaunstra
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. NAME OF OTHER BUSINESS: FIXED INSURANCE, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 11/2014, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: BROWN PLUS (PREVIOUSLY BROWN SCHULTZ SHERIDAN & FRITZ) INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: CERTIFIED PUBLIC ACCOUNTANT, START DATE: 8/1988, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 36, BRIEF DESCRIPTION OF DUTIES: VARIOUS ACCOUNTING AND TAX RELATED SERVICES; 3. NAME OF OTHER BUSINESS: PSECU, INVESTMENT RELATED: NO, ADDRESS: 1500 ELMERTON AVENUE, HARRISBURG, PA 17110, NATURE OF BUSINESS: CREDIT UNION, START DATE: 8/2010, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL, BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER, CORPORATE GOVERNANCE DECISIONS; 4. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 01/13/2015, 40HRS/WK (32.5 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 5. NAME OF OTHER BUSINESS: 210 GRANDVIEW LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE PARTNERSHIP; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PARTNER, NO SIGNIFICANT DUTIES; 6. NAME OF OTHER BUSINESS - BSSF PROPERTIES LLC INVESTMENT RELATED - NO ADDRESS: 210 GRANDVIEW AVE, CAMP HILL, PA 17011 NATURE OF BUSINESS: REAL ESTATE PARTNERSHIP POSITION/TITLE/RELATIONSHIP: PARTNER START DATE: 10/07/2021 APPROX. NUMBER OF HOURS PER WEEK: LESS THAN ONE APPROX. NUMBER OF HOURS DURING TRADING HOURS: LESS THAN ONE BRIEF DESCRIPTION OF DUTIES: PRIVATELY OWNED REAL ESTATE PARTNERSHIP HOLDING TWO OFFICE LOCATIONS OF PUBLIC ACCOUNTING FIRM (SELF-RENTAL). NO INDIVIDUAL DUTIES PERFORMED.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
January 6, 2015 - May 30, 2025
VICUS CAPITAL, INC.
RIA
CRD#: 116021
CAMP HILL, PA
Past
December 16, 2014 - December 1, 2022
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
CAMP HILL, PA
Past
May 28, 2008 - December 14, 2012
VICUS CAPITAL, INC.
RIA
CRD#: 116021
CAMP HILL, PA
Past
July 26, 2006 - December 20, 2012
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
CAMP HILL, PA
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".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
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.
