Michael Gauthier (CRD# 4207686) is an Investment Advisor Representative working at Strategic Income Group LLC in Chandler, AZ and has over 21 years of experience in the finance industry. Michael Gauthier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5400841
Transamerica Financial Advisors, Inc.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Dynamic Wealth Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| G2 Assets 5 | Chandler, AZ | Sep 2015 - Current | 6 |
| G2 Assets 6 | Chandler, AZ | Sep 2015 - Current | 6 |
| Kmg Properties 5 LLC | Chandler, AZ | Sep 2015 - Current | 6 |
| Strategic Estate And Legal Services | Chandler, AZ | May 2014 - Current | 8 |
| Strategic Income Group LLC | Chandler, AZ | Mar 2013 - Current | 9 |
| G2 Companies LLC | Boerne, TX | Dec 2012 - Current | 9 |
| G2 Partners LLC | Maricopa, AZ | Dec 2012 - Current | 9 |
| G2 Resources LLC | Las Vegas, AZ | Dec 2012 - Current | 9 |
| Strategic Media Group LLC | Chandler, AZ | Dec 2012 - Current | 9 |
| G2 Solutions, LLC | Boerne, AZ | Dec 2012 - Current | 9 |
| G2 Assets 4 LLC | Boerne, TX | Dec 2012 - Current | 9 |
| G2 Assets LLC | Boerne, TX | Dec 2012 - Current | 9 |
| G2 Assets 2 LLC | Spring Hill, TN | Dec 2012 - Current | 9 |
| G2 Assets 3 LLC | Boerne, TX | Dec 2012 - Current | 9 |
| Truth In Financial Planning | Chandler, AZ | Dec 2012 - Current | 9 |
| Gauthier Holdings LLC | Chandler, AR | Nov 2012 - Current | 9 |
| Kmg Properties 3, LLC | Gilbert, AZ | Nov 2012 - Current | 9 |
| Kmg Properties 2 LLC | Tempe, AZ | Nov 2012 - Current | 9 |
| Kmg Properities, LLC | Tempe, AZ | Nov 2012 - Current | 9 |
| Lpl Financial LLC | Chandler, AZ | Mar 2013 - Aug 2015 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Mesa, AZ | Jun 2000 - Mar 2013 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- AZ
- CA
-
Total Assets Under Management281MILLIONS
-
Total Number of Accounts923ACCOUNTS
-
Average Account Value$303,953
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, TX
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