Steven Gundersen (CRD# 3005483) is an Investment Advisor Representative working at Mette Associates, LLC in Gilbert, AZ and has over 25 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tallsalt Advisors LLC | Gilbert, AZ | Nov 2012 - Current | 11 |
| Mette Associates, LLC | Gilbert, AZ | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- AZ
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$3,328,044
- A percentage of assets under your management
- Hourly charges
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ
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