Connected Wealth Solutions, LLC
Connected Wealth Solutions, LLC (CRD# 277111) is a financial advisory firm headquartered in La Grande, OR. They manage $145,513,805 in 582 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Connected Wealth Solutions, LLC
By the Numbers
-
Total Assets Under Management146MILLION
-
Total Number of Accounts582ACCOUNTS
-
Average Account Value$250,024
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, OR
Financial Advisors at Connected Wealth Solutions, LLC
1
Brent Gunderson (CRD# 6540515) is an Investment Advisor Representative working at Connected Wealth Solutions, LLC in La Grande, OR and has over 8 years of experience in the finance industry.
2
Michael Poe (CRD# 6548614) is an Investment Advisor Representative working at Connected Wealth Solutions, LLC in La Grande, OR and has over 8 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.