Erik Bunderson, financial advisor Janesville WI

Erik Bunderson

CRD Number: 6352532
Current Firm: Lpl Financial LLC

Erik Bunderson (CRD# 6352532) is an Investment Advisor Representative working at Lpl Financial LLC in Janesville, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Janesville, WI Mar 2021 - Current 3
Bmo Harris Financial Advisors, Inc. Janesville, WI Nov 2018 - Mar 2021 2
Bmo Harris Bank Madison, WI Aug 2016 - Nov 2018 2
Bmo Harris Financial Advisors Madison, WI Oct 2014 - Aug 2016 1
Bmo Harris Bank Madison, WI Oct 2009 - Oct 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Erik D. Bunderson
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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