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Brian Hunsaker

Advisor at Iron Gate Global Advisors

Updated today

Location

North Salt Lake, UT 84054

Credentials

Series 63, Series 65

Industry experience

17 years

About

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

Client services

Based on Iron Gate Global Advisors

Financial planning Portfolio management

Expertise

Based on Iron Gate Global Advisors

Options & derivatives strategies Wealth management

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Fee options

Fixed

Financial planning fees range from $1,000 to $5,000; Retirement Plan Consulting may charge flat fees based on engagement.

Project-based

Hourly fees may be charged for Retirement Plan Consulting services on a case-by-case basis.

Other

Account minimum: $250,000

Location

960 North 400 East

North Salt Lake, UT 84054

Most active in

Utah

Work history

Iron Gate Global Advisors

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David F

CFP®, Series 63, Series 65

Farmington, UT

David Russell Fjeldsted

David Fjeldsted is the sole advisor at David Russell Fjeldsted, an independent firm based in Farmington, Utah. He holds the CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. In addition to his advisory role, he is a licensed life insurance agent and real estate broker, actively managing multiple real estate holdings and dedicating a significant portion of his time to property management and development. The firm offers personalized financial planning and investment management services to individuals, plans, trusts, and small businesses, with an investment approach that combines strategic asset allocation using both passive and active funds and global diversification to manage market risk.

General tax planning Real estate investing
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Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Michael Mysker is the sole advisor at Safe Bay Retirement Advisors and holds a Series 66 designation with 23 years of industry experience. He has led Safe Bay Retirement Advisors since 2011. Outside of his advisory role, he is involved in insurance sales. Safe Bay Retirement Advisors serves individual and high-net-worth clients, as well as some corporations and business entities, providing discretionary portfolio management and financial planning covering retirement, tax, college, estate, and business-continuity topics. The firm manages approximately $12 million in assets and employs a combination of fundamental, technical, charting, and cyclical analysis, including active short-term trading and options strategies.

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
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Andrew M

Series 65

Millcreek, UT

Affinity Financial, LLC

Andrew Mitchell is a financial advisor at Affinity Financial, LLC in Millcreek, Utah, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at the Legal Aid Society, Utah Attorney General’s office, Clarior Law, the Utah Supreme Court, and Mitchell & Associates. He maintains a small legal practice alongside his advisory work. Affinity Financial primarily serves business and pooled or institutional clients, including retirement and profit-sharing plans. The firm provides portfolio management, retirement plan setup and record-keeping, comprehensive financial planning, and tax/accounting consulting, often leaving trade authority with clients and employing both fundamental and technical analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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Troy K

CFP®, PFS™, Series 65

Salt Lake City, UT

Veritas Wealth Management, LLC

Troy Knighton is a CFP®, PFS™, and Series 65-licensed advisor with 13 years of industry experience. He is the principal of Veritas Wealth Management, LLC, an independent firm based in Salt Lake City, UT, and has been a partner at Knighton, Erb & Company, LLC, an accounting firm, since 2012. Veritas Wealth Management serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and employee benefit advisory services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified, primarily passive allocations with no-load mutual funds and ETFs.

Annuities College savings (529s, UTMA, etc.)
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Mark Q

Series 63, Series 65

Salt Lake City, UT

Quayle Asset Management, Inc.

Mark Quayle is the sole advisor at Quayle Asset Management, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 designations with 31 years of industry experience. He has led Quayle Asset Management since its founding in 1995. The firm provides fee-based portfolio management and financial planning to individuals and a diverse range of institutional clients, including corporate pension plans, charitable institutions, and sovereign funds. Its investment approach uses an asset-class, multi-factor framework based on Fama–French dimensions, employing broadly diversified portfolios mainly through low-cost mutual funds and ETFs with regular rebalancing.

Factor investing / smart beta Passive / index investing

Justin C

CFP®

Bountiful, UT

Wealth Mode

Hi, I’m Justin. I am the founder of Wealth Mode Financial Planning. My team and I have a primary focus in helping those with over $100,000 in federal student loans create a plan to minimize loan payments and save taxes – without sacrificing meaningful goals like buying a home, starting a family, or saving for retirement. Our clients with high student loan debt: – Usually 30-35 years old – Graduated in the last 5 years – $250,000 in average household student loans – $200,000 to $250,000 in annual household income – Want to buy a home and start a family within the next few years - Are or plan on being a business or practice owner in the future We'll help you examine all your options – 10-year standard plan, refinancing, the Income-Driven Repayment (IDR) plans like IBR/PAYE/SAVE, and Public Service Loan Forgiveness (PSLF). For married couples both working, you need to look at whether you should file your taxes Married Filing Separately. From there, we can identify how you can save the most money in paying off your loans while still saving enough money toward other goals. We’ll teach you everything you need to know about setting up the right investment portfolio for you, and which accounts you should be using. Then, we'll set you up with an easy-to-follow budget and cash flow system that will make it all happen. Last of all, let’s make sure you’re protected with the proper life insurance, disability insurance, and estate planning documents you need. Many of our student loan clients have a spouse/partner with equity compensation (ISO's, non-qualified stock options, RSU's, ESPP's, etc.), and we've become quite adept at strategic planning for that as well. We place a heavy emphasis on tax planning and prepare our clients' tax returns as well if they would like. Our clients include physicians, dentists, chiropractors, lawyers, and veterinarians - really, any high-student loan debt trade or profession. Our clients live across 25+ U.S. states in all four time zones, and some countries internationally. I love what I do, and how it helps my clients focus on enjoying their lives and careers instead of worrying about debt or money. _ _ Outside of work, I enjoy spending time with my wife and best friend AnnAlyse, our 4-year old daughter, and our newborn son (as of spring 2025). We love traveling, attending concerts and musicals, jigsaw puzzling, and anything else we can do with our kids.

Student loan debt Home buying Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Self-Employed Gen Y/Millennials (Born 1980-1995)
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