Alternative Investments

  • REITs
  • Equipment leasing
  • Managed futures
  • Equity-linked notes

Stocks

Bonds

  • CMOs
  • Convertible
  • Corporate
  • Municipal
  • Zero coupon
  • IRAs
  • SEP/IRAs
  • Roth IRAs
  • Education IRAs
  • Simple IRAs
  • Defined contribution
  • Defined benefit
  • Money-purchase pension plan
  • Profit-sharing plan
  • 403(b)
  • 401(k)
  • NYSE-listed stocks
  • NASDAQ over-the counter
  • All other major exchanges
  • Foreign stocks
  • Initial public offerings
  • Margin accounts
  • Corporate finance
  • Investment banking
  • 144 and other restricted securities sales
  • Employee stock-option plans

Investment Portfolio

Unit Investment Trusts

Insurance

Asset Management

  • Independent manager search
  • Performance monitoring and reporting
  • Asset allocation
  • Outside managed accounts
  • Open-end funds
  • Closed-end funds
  • Daily sweep accounts
  • Money markets
  • Insured CDs
  • Online account access

As an independent financial advisor, we truly work for you. So, when you work with us, you benefit from unique advantages traditional firms simply cannot provide. Namely, you get unbiased advice and the flexibility to choose the products and services that make sense for you.

We provide a wide-range of diversified financial products, offered through First Allied Securities, Inc.

And More...

  • Education and 529 plans

Government Securities

  • Ginnie Maes
  • Treasury bills
  • Treasury bonds
  • Treasury notes

Cash Management

(262) 644-5866

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  • Fixed annuities
  • Variable annuities
  • Term life
  • Variable life
  • Universal life
  • Whole life
  • Disability
  • Long-term care
  • All major exchanges

Retirement Accounts

GUNDRUM INSURANCE

  & INVESTMENTS, LLC

Options

Mutual Funds