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JD

Joseph G. Desteiger

GUNDER WEALTH MANAGEMENT
BIRMINGHAM, MI
Some features on this profile are disabled
CRD#: 6241211
JD

Professional summary

Joseph George Desteiger, CFP®, who also goes by Joe Desteiger, is a registered financial advisor currently at GUNDER WEALTH MANAGEMENT, LLC located in Birmingham, Michigan.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joseph has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joe Desteiger

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 Joseph George Desteiger'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: 2015

Experience

Current

October 2, 2020 - Present

GUNDER WEALTH MANAGEMENT, LLC

RIA
CRD#: 301258
BIRMINGHAM, MI
Past

September 25, 2014 - March 6, 2015

MCFAWN FINANCIAL SERVICES GROUP LLC

RIA
CRD#: 147687
TROY, MI
Past

May 29, 2014 - October 7, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
TROY, MI
Past

October 24, 2013 - October 7, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
TROY, MI

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".
GUNDER WEALTH MANAGEMENT, LLC
GUNDER WEALTH MANAGEMENT, LLC
GUNDER WEALTH MANAGEMENT, LLC

CRD#: 301258 / SEC#: 801-131611

RIA
Registered Investment Advisory firm - (12/13/2024 Approved)
Illinois
Registered Investment Advisory firm - (8/27/2020 Approved)
Michigan
Registered Investment Advisory firm - (4/16/2019 Approved)
Texas
Registered Investment Advisory firm - (10/12/2020 Conditional Restricted)

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
(10/2/2020)
IAR
Michigan
(10/2/2020)
IAR
Texas
(10/13/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/30/2013
Uniform Securities Agent 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: 10/24/2013
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/22/2019
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/1/2019
General Securities Sales Supervisor - General Module Examination

Current Firm

GUNDER WEALTH MANAGEMENT, LLC
GUNDER WEALTH MANAGEMENT, LLC
GUNDER WEALTH MANAGEMENT, LLC

CRD#: 301258 / SEC#: 801-131611

RIA
Registered Investment Advisory firm - (12/13/2024 Approved)
Illinois
Registered Investment Advisory firm - (8/27/2020 Approved)
Michigan
Registered Investment Advisory firm - (4/16/2019 Approved)
Texas
Registered Investment Advisory firm - (10/12/2020 Conditional Restricted)
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Contact information

Main Address
Birmingham, MI
Mailing Address
Phone number
(248) 686-0820
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 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

FORM ADV PART 2A (2/5/2025)

Regulatory assets under management

Total Number of Accounts538
AUM (Assets Under Management)$ 106,651,387

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

GUNDER WEALTH MANAGEMENT, LLC

GUNDER WEALTH MANAGEMENT, LLC

CRD#: 301258Birmingham, MI

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