Connected Wealth Solutions, LLC

Connected Wealth Solutions, LLC (CRD# 277111) is a financial advisory firm headquartered in La Grande, OR. They manage $222,593 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $222,593
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Connected Wealth Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brent M. Gunderson
CRD#: 6540515
1121 Adams Avenue, La Grande, OR 97850
87
Wealthminder
score

Brent Gunderson (CRD# 6540515) is an Investment Advisor Representative working at Connected Wealth Solutions, LLC in La Grande, OR and has 1 year of experience in the finance industry.

2
Michael R. Poe
CRD#: 6548614
1121 Adams Avenue, La Grande, OR 97850
87
Wealthminder
score

Michael Poe (CRD# 6548614) is an Investment Advisor Representative working at Connected Wealth Solutions, LLC in La Grande, OR and has 1 year of experience in the finance industry.

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