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Gregory Paul Gunther

THE Retirement Optimization Group, LLC

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About Gregory Paul Gunther

Gregory Gunther is an Investment Advisor Representative with The Retirement Optimization Group, LLC. Gregory has been in the financial services industry for over 30 years. He has a Series 6, Series 63, and Series 65. He is registered in Alaska, Arizona, Colorado, Hawaii, Maryland, and Texas. Gregory specializes in financial planning, educational seminars, and selection of other advisors. His primary office location is in Honolulu, Hawaii.

Firm Information

Gregory Gunther is currently registered with THE Retirement Optimization Group, LLC. THE Retirement Optimization Group, LLC is a financial planning firm that offers educational seminars and helps clients select other advisors.

Not reported

Assets Under Management

20

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Referral fees

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Gregory Gunther’s Registration & Firm History

HI

01/13/2025 - Present

THE Retirement Optimization Group, LLC (HONOLULU HI)

GA

06/06/1994 - 12/31/1996

WMA SECURITIES, INC. (DULUTH GA)

FL

10/28/1993 - 06/06/1994

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 10/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Paul Gunther.
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