Advisor at Advanced Trader Investment Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advanced Trader Investment Advisors, LLC.
Location
Springfield, IL 62701
Credentials
Series 63, Series 66
Industry experience
21 years
David Gundy is a financial advisor with Advanced Trader Investment Advisors, LLC in Springfield, IL, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with ATIA Wealth Management Group since 2013. Advanced Trader Investment Advisors, LLC provides portfolio management, asset-allocation consulting, and financial planning to individuals, ultra-high-net-worth clients, corporate executives, and retirement plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios using various trading strategies, including long- and short-term positions, short sales, margin, and options.
Based on Advanced Trader Investment Advisors, LLC.
Based on Advanced Trader Investment Advisors, LLC.
Based on Advanced Trader Investment Advisors, LLC.
Flat fee of $25/month for accounts under $25,000 (as agreed in writing)
$1 - $500,000: 1.75% $500,001 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $100,000,000: 0.70% $10,000,000 and above+: Negotiable
$250/hr, negotiable
10% of net profits above a high water mark for qualified investors
Minimum fee: Accounts less than $25,000 can be charged a flat fee of $25.00/month.
319 E. Madison, Suite 4 G
Springfield, IL 62701
Illinois
ATIA Wealth Management Group
2023 - Present (3 years)
ATIA Wealth Management Group
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Springfield, IL
Michael J.. Schussele, CPA
CFP®
Springfield, IL
Lighthouse Financial & Consulting Services, LLC
CFP®, Series 63, Series 65
Chatham, IL
Bobb Financial Incorporated
Series 65
Springfield, IL
Salt Creek Hills Money, Ltd.
CFP®
Springfield, IL
Wealth Management Services,LLC
CFP®, Series 65
Springfield, IL
Langdon Financial Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")