Kurt Jason Gunter
Investment adviser representative at Lake Hills Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$206.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lake Hills Wealth Management, LLCNov 2020 to now
- Wells Fargo Clearing Services LLCAug 2017 to Nov 2020
- Stifel NicolausJun 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Lake Hills Wealth Management, LLC
$206.9MAssets managed
229Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2747789
- Firm CRD
- 286175