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WG

Wyatt Gruntler

ASSET PROTECTION GROUP
SUNRISE, FL 33325
Some features on this profile are disabled
CRD#: 7831344
WG

Professional summary

Wyatt Gruntler is a registered financial advisor currently at ASSET PROTECTION GROUP located in Sunrise, Florida.

Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Wyatt has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Capital Appreciation, Inc.; yes; Insurance sales; Insurance Agent; 08/2021; 80/MO; 4/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyatt Gruntler'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

November 28, 2023 - Present

ASSET PROTECTION GROUP

Office #1: 440 Sawgrass Corporate Pkwy Suite 204, Sunrise, FL 33325
RIA
CRD#: 164544
SUNRISE, FL

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
Florida
(11/28/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/24/2022
Uniform Investment Adviser Law Examination

Current Firm

AP
ASSET PROTECTION GROUP
ASSET PROTECTION GROUP | CAPITAL CORPORATION, LLC | CAPITAL APPRECIATION, LLC | CAPITAL APPRECIATION, INC.

CRD#: 164544 / SEC#:

Florida
Registered Investment Advisory firm - (7/24/2012 Approved)
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Contact information

Main Address
440 Sawgrass Corporate Pkwy Suite 204, Sunrise, FL 33325
Mailing Address
Phone number
(954) 598-0752
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts186
AUM (Assets Under Management)$ 44,350,000

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

ASSET PROTECTION GROUP

CRD#: 164544Sunrise, FL 33325

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