ATIA Wealth Management Group offers Advisors a proprietary Dynamic Asset Allocation Portal to manage assets
ATIA constructs and rebalances advisor client portfolio's so they can spend more quality time with their clients
Investment Advisor Representative
Develop new client relationships
Participate in community events
Create new opportunities for growth
Life, Health/LTC Insurance Representative
Licensed Life & Health Insurance Producer/Principal
Experience with High Net Worth individuals and institutions
Building a future with ATIA Wealth Management Group
Excellent payout, low fees, ability to grow
Detailed reporting and compliance oversight
Custodial services with globally known affiliates
Relationships with major life insurance companies
Asset Allocation Tools and Financial Planning Software
Account Management Tools for Ultra High Net Worth Investors
Retirement Transition & Practice Succession for Financial Advisors
We can assist financial consultants who are retiring themselves to structure an acquisition of their existing client base.
Investment Advisors, Financial Planners, and Life Insurance representatives will find the tools required to grow and manage their client base with ATIA, as well as retire themselves.
For additional information: Contact Us
Home Office Address:
ATIA Wealth Management Group
ATTN: David M. Gundy, President
319 E. Madison St. Suite 1D
Springfield, IL 62701
Please use our PO Box for both Regular Way & Certified Mail:
ATIA Wealth Management Group
411 E. Monroe ST, PO BOX 5307
Springfield, IL 62705
Pershing, LLC (A BNY Mellon Company)
Pershing, LLC and The Bank of New York Mellon are not affiliated with and do not endorse or recommend Advanced Trader Investment Advisors, LLC (ATIA). Pershing, LLC. is a primary custodian of record and broker/dealer which provides execution and clearing services to customers of Advanced Trader Investment Advisors, LLC/ATIA Wealth Management Group .
ATIA Wealth Management Group. If and when ATIA refers a client to a custodian broker/dealer or a Third Party Money Manager, ATIA will only refer client(s) to custodian broker dealers or a Third Party Money Manager where clients reside, where the B/D or Third Party Money Manager is registered or on file, and a Member of FINRA, and SIPC.