National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

David I. Strunc, CRPC® - Founding Partner

Sunrise Wealth Advisors

6052 Turkey Lake Rd. Ste. 101

Orlando, FL 32819
(407) 2370116

Planning for Life After 65

About Sunrise Wealth Advisors

Sunrise Wealth Advisors is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Sunrise Wealth Advisors was founded by Nicholas J. Russell, CRPC® and David I. Strunc, CRPC®. Nicholas and David are dedicated to helping families and business owners in the greater Orlando area as well as those in Georgia, Maryland, New York, Louisianna, and Indiana. Your personal Sunrise Wealth Advisor is licensed with his Series 7, Series 66, and state insurance licenses. This allows your personal advisor to properly assist you in different aspects of your life including Retirement Planning, Investments, Insurance, and Financial Planning.

Check out our commercial that airs on CNBC and TNT!

General Information

CRD#

4766050

Firm CRD#

421

Insurance License#

E121453

Name of Broker/Dealer

Cetera Advisors

Name of Custodial Firm

Pershing, LLC

States Licensed in

Arizona, California, Connecticut, Florida,Virginia,Kentucky,New York, New Jersey,West Virginia,Ohio, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisianna, Maryland, Michigan, Nevada, North Carolina, South Carolina, Virginia, and Washington

Years of Experience in Financial Services

15

Number of Years with Current Firm

6

I work with the following types of clients

DROP & FRS Plans, Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Oil & Gas Leasing, Insurance, Annuities, Mortgages & Real Estate, Mutual Funds, Stocks, Bonds, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, At your home, At your office, Via phone, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Retirement Planning Counselor (CRPC®)

Securities Licenses

Series 6, Series 7, Series 66

Insurance and Annuity Licenses

Annuity, Disability, Health, Life, Variable Annuity, Variable Life, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Non-Financial Organization Memberships

Southwest Orlando Chamber of Commerce

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee

Education

BS - Economics & Finance

Florida State University
-