Chase Gunter
Investment adviser representative at Ifg Advisory, LLC
17 yearsExperience
1 stateRegistered in
$4.8BFirm assets
12 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
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Ifg Advisory, LLCApr 2024 to now
- Ifg Advisory, LLC d/b/a Appalachian Wealth MangementApr 2024 to now
- LPLApr 2024 to now
- Wealth Plan FinancialAug 2022 to Apr 2024
- UnemployedApr 2022 to Aug 2022
- United BankDec 2018 to Apr 2022
- Lad LogisticsMay 2009 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ifg Advisory, LLC
$4.8BAssets managed
9,202Clients
109Advisers
12 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
- 7607091
- Firm CRD
- 168012