Kurt Gunter has been an investment adviser representative at Lake Hills Wealth Management since December 2020, and is not listed among the firm’s executive officers or direct owners.
Lake Hills Wealth Management, LLC is an Austin, TX firm with $207M under management, 229 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Kurt Gunter’s longest registration was 7 years at Morgan Keegan & Company, Inc. (2005–2013). Before joining Lake Hills Wealth Management in 2020, Kurt Gunter was registered through Wells Fargo Clearing Services, LLC and Stifel, Nicolaus & Company, Incorporated.
- – present · 5 yearsAustin, TX · Adviser representative · Firm CRD 286175
- Wells Fargo Clearing Services, LLC– · 3 yearsBee Cave, TX · Adviser representative · Firm CRD 19616
- Stifel, Nicolaus & Company, Incorporated– · 4 yearsAustin, TX · Adviser representative · Firm CRD 793
- Raymond James & Associates, Inc.– · under a yearAustin, TX · Adviser representative · Firm CRD 705
- Morgan Keegan & Company, Inc.– · 7 yearsAustin, TX · Adviser representative · Firm CRD 4161
- Legg Mason Wood Walker Inc– · 3 yearsAustin, TX · Adviser representative · Firm CRD 6555
Investment adviser representative registrations
Kurt Gunter is registered as an investment adviser representative in Texas, since December 2020.
- TexasSince 21 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 September 2001 |
| Series 7 | General Securities Representative Examination | 10 October 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 7 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Kurt Jason Gunter
- CRD
- 2747789
- Firm
- Lake Hills Wealth Management · CRD 286175
- Office
- 8601 RANCH ROAD 2222, BUILDING 1, SUITE 230, Austin, TX 78730
- Registration
- Investment adviser registration
- In the industry since
- February 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Kurt Gunter work?
Kurt Gunter is an investment adviser representative registered through Lake Hills Wealth Management, LLC since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kurt Gunter a financial advisor?
Yes. Kurt Gunter has a current investment-adviser registration in Texas, through Lake Hills Wealth Management since December 2020.
How many years of experience does Kurt Gunter have?
Kurt Gunter has 29 years in the financial industry, since February 1997, across 6 adviser firms.
What exams has Kurt Gunter passed?
Kurt Gunter has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in November 1996. FINRA credited Kurt Gunter with the SIE, which began in October 2018.
Where did Kurt Gunter work before Lake Hills Wealth Management?
Before Lake Hills Wealth Management, Kurt Gunter was registered through Wells Fargo Clearing Services, LLC, August 2017 to December 2020; Stifel, Nicolaus & Company, Incorporated, June 2013 to August 2017; Raymond James & Associates, Inc., February 2013 to June 2013; Morgan Keegan & Company, Inc., May 2005 to February 2013; Legg Mason Wood Walker Inc, September 2001 to May 2005.
Where is Kurt Gunter based?
Kurt Gunter’s registered office is in Austin, TX.
Is Kurt Gunter registered with FINRA?
No. Kurt Gunter has no current broker registration.
How can I verify Kurt Gunter’s record?
Search CRD 2747789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kurt Gunter’s full registration record.