Brent Gunderson, financial advisor La Grande OR

Brent Gunderson

CRD Number: 6540515
Current Firm: Connected Wealth Solutions, LLC

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.

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Investor Fan
Company Name Location Dates Years
Connected Wealth Solutions, LLC La Grande, OR Jun 2015 - Current 8
Connected Professional Accountants, LLC La Grande, OR Jul 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Brent M. Gunderson
Phone Number: (541) 963-7800
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    146
    MILLIONS
  • Total Number of Accounts
    582
    ACCOUNTS
  • 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

ID, OR

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