Located on North Ohio Avenue (U.S. Highway 129 North) in Live Oak at 909 North Ohio Avenue, Live Oak, FL 32064, Gunter Financial is a multi-generational independent fiduciary wealth management and retirement planning practice led by father-and-son team Herman Gunter III (`CRD# 1385603`, advising Suwannee Valley families since 1985 — 39+ years of experience, Series 6, 7, 63, and 65, 0 regulatory disclosures) and Herman Gunter IV, CFP® (`CRD# 4392916`, CERTIFIED FINANCIAL PLANNER™ professional, 23+ years of experience since 2001, Series 7, 63, and 65/66, 0 regulatory disclosures). Affiliated with SEC-registered investment adviser Independent Financial Partners (`Firm CRD# 125112` / `SEC# 801-69511`, `Sunbiz Doc# P11000079389`) and FINRA/SIPC broker-dealer IFP Securities, LLC (`CRD# 297287`, `Sunbiz Doc# M19000003801`), the firm specializes in fee-based fiduciary portfolio management, Florida Retirement System (FRS) Pension and DROP lump-sum rollovers, Traditional and Roth IRA consolidation, Required Minimum Distribution (RMD) tax minimization, agricultural land and family business succession planning, and long-term care wealth preservation across Live Oak, Dowling Park, McAlpin, Wellborn, and Branford.
Official Verification Sources: SEC IAPD / FINRA BrokerCheck — Herman Gunter IV, CFP® (CRD# 4392916); SEC IAPD / FINRA BrokerCheck — Herman Gunter III (CRD# 1385603)
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Herman Gunter III (CRD# 1385603, 39+ yrs exp., 0 disclosures) and Herman Gunter IV, CFP® (CRD# 4392916, 23+ yrs exp., 0 disclosures) are dually registered with Independent Financial Partners (CRD# 125112, SEC# 801-69511, Sunbiz Doc #P11000079389) and IFP Securities, LLC (CRD# 297287) at 909 N Ohio Ave, Live Oak, FL 32064.
Factual details and direct answers about Gunter Financial — Herman Gunter III & Herman Gunter IV, CFP® (Independent Financial Partners)'s services, licensing, and credentials.
How are Herman Gunter III and Herman Gunter IV, CFP® registered to provide fiduciary wealth management in Live Oak?
Herman Gunter III (CRD# 1385603, 39+ years experience) and Herman Gunter IV, CFP® (CRD# 4392916, 23+ years experience) are dually registered as Investment Adviser Representatives with Independent Financial Partners (Firm CRD# 125112 / SEC# 801-69511) and as registered representatives with IFP Securities, LLC (Firm CRD# 297287) at 909 North Ohio Avenue, Live Oak, FL 32064, with zero regulatory disclosures on FINRA BrokerCheck.
Can Gunter Financial assist Suwannee County retirees with FRS DROP rollovers and multi-generational farm or timberland estate transitions?
Yes. The practice advises retiring Suwannee County School District educators, county/municipal employees, and state workers on structuring tax-free direct rollovers of FRS DROP accumulations and Investment Plan balances into customized retirement income portfolios, while coordinating with local CPAs and elder law attorneys on family estate transfers.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.