Diana Hunter
Advisor at Belpointe Asset Management 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.
Advisor at Belpointe Asset Management 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.
Location
Orem, UT
Credentials
Series 63, Series 65
Industry experience
12 years
Diana Hunter is a financial advisor with Belpointe Asset Management LLC in Orem, UT, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her prior work includes roles at Gem State Financial Group, Ameritas Investment Corp, Peterson & Associates CPA, LLC, M & O Marketing, and Corecap Advisors. She serves as treasurer of a local homeowner association, Rosecrest PUD Inc. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, retirement plan consulting, and sponsors various proprietary and affiliated investment products.
Based on Belpointe Asset Management LLC
Based on Belpointe Asset Management LLC
Fixed fees negotiable and agreed upon in advance; financial planning fees may be fixed and prepaid (up to $1,200).
Hourly fees up to $500 per hour, time accrued in 15-minute intervals.
Fee-only: Hourly fees up to $500 per hour; fixed fees negotiable and agreed upon in advance; financial planning fees charged hourly or fixed, typically up to $1,200 prepaid.
Orem, UT
Utah
Belpointe Asset Management
2021 - Present (5 years)
Gem State Financial Group
2019 - Present (7 years)
Ameritas Investment Corp
2019 - 2020 (1 year)
Peterson & Associates CPA, LLC
2017 - 2019 (2 years)
M & O Marketing
2015 - 2019 (4 years)
Corecap Advisors
2014 - 2019 (5 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.
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.
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.
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