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Orlando Financial Advisors
Sunrise Wealth Advisors
6052 Turkey Lake Rd. Ste. 101
Orlando, FL 32819
(407) 237-0116
“Planning for Life After 65”
Advisor Profile
David I. Strunc, CRPC® - Founding Partner
Name:  David I. Strunc, CRPC® - Founding Partner
Phone Number:  (407) 237-0116
Website:  Visit Website

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

Gender:    Male
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
States Willing to do Business in:    ANY
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    4
I work with the following types of clients:    DROP & FRS Plans, Non-Profit Organizations, Individual Investors, Businesses
 

Education

Academic Background
 
BS in Economics/Finance from Florida State University
 

Services

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

Qualifications & Memberships

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
 

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
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets, Flat Fee
 
 
 
Prepared By: David I. Strunc, CRPC® - Founding Partner

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