Colette Gunhus, financial advisor Ames IA
93 score

Colette Gunhus

CRD Number: 3007425
Current Firm: Advice And Planning Services

Colette Gunhus (CRD# 3007425) is an Investment Advisor Representative working at Advice And Planning Services in Ames, IA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Ames, IA May 2009 - Current 7
Tiaa Ames, IA May 2009 - Current 7
Ameritas Investment Corp Lincoln, NE Feb 2006 - May 2009 3
Amerus Des Moines, IA Feb 2006 - May 2009 3
First American Bank Group Ames, IA Feb 2006 - May 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Colette M. Gunhus
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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