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
1121 Adams Avenue, La Grande, OR 97850
https://www.connectedwealthllc.com/
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

ID, OR

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

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, financial advisor La Grande OR
Michael R. Poe
CRD#: 6548614
1121 Adams Avenue, La Grande, OR 97850

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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