ATIA offers other financial advisors portfolio management and net worth building tools for their clients. From No Transaction Fee Funds to automated trading,  ATIA represents the true future of client-advisor relations where low fee's are imperative, and state of the art Financial Planning Tools are standard.  

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.

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