Anselveno
Gutierrez

Ifg Advisory, LLC

CRD#4068790
Investment Advisor
in Atlanta, GA
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About this Advisor

Anselveno Gutierrez is a certified financial planner operating out of Atlanta, Georgia, who has been in the industry for 19 years. Gutierrez works at Ifg Advisory, LLC. The advisor has gained experience at Northwestern Mutual Investment Services LLC, Nationwide, Northwestern Mutual Financial Network, Lpl Financial, LLC and Ifg Advisory, LLC D/B/A Wealthpoint Investment Management. Gutierrez maintains a Series 63 license, designating them as a securities representative, and is able to serve investors in Mississippi. Ifg Advisory, LLC is a financial advisory business based out of Atlanta, Georgia. The investment advisory business has offices in 30 locations and a total of 139 advisors. It administers $2 billion in assets under management among its 9,783 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 9,783 accounts, just 7% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. However, fees billed by Ifg Advisory, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

200 Ashford Center North Suite 400
Atlanta, GA 30338

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Ifg Advisory, LLC Brokerage Details

Total Assets Under Management

$1,439,108,463

GA Average: $3,570,121,308
Total Number of Employees

125

GA Average: 58
Total Number of Accounts

7,257

GA Average: 1,608
Average Account Size

$198,306

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Anselveno Gutierrez Work History

Anselveno has 19 years of experience.

2016 - Present (3 years)

Lpl Financial, LLC

2016 - Present (3 years)

Ifg Advisory, LLC D/B/A Wealthpoint Investment Management

2014 - 2016 (2 years)

Northwestern Mutual Investment Services LLC

2014 - 2014 (< 1 year)

Nationwide

2014 - 2016 (2 years)

Northwestern Mutual Financial Network

1999 - 2013 (14 years)

Northwestern Mutual Investment Services LLC

1999 - 2013 (14 years)

Northwestern Mutual Financial Network

Disclosures

Anselveno Gutierrez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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