Unclaimed
Hunter T. Gross is a financial advisor with LPL Financial LLC. Hunter has been in the industry since January 12, 2016. Hunter has a Series 6, 7 and 66 licenses. Hunter is based in WEST BEND, Wisconsin and has been registered with LPL Financial LLC since August 19, 2024. Hunter previously worked at OSAIC WEALTH, INC., WOODBURY FINANCIAL SERVICES, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
08/19/2024 - Present
LPL Financial LLC (WEST BEND WI)
WI
01/19/2024 - 08/28/2024
OSAIC WEALTH, INC. (WEST BEND WI)
WI
02/04/2016 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)
WI
06/29/2015 - 07/20/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GERMANTOWN WI)
BOTH
Issued 09/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Hunter Gross is the right advisor for you? Invested Better is here to help.