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Brent Martin Gunderson

CONNECTED WEALTH SOLUTIONS, LLC·LA GRANDE, Oregon
Unclaimed Profile
1121 ADAMS AVENUE, LA GRANDE, OR 97850CRD# 6540515Firm CRD# 277111
01

About

Brent Martin Gunderson is a registered financial advisor based in LA GRANDE, Oregon, affiliated with CONNECTED WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CONNECTED WEALTH SOLUTIONS, LLC
CONNECTED WEALTH SOLUTIONS, LLC
AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CONNECTED WEALTH SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6540515
Firm CRD# 277111
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brent Martin Gunderson offer?
Brent Martin Gunderson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LA GRANDE, Oregon for a consultation.
What are Brent Martin Gunderson's credentials?
Brent Martin Gunderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brent Martin Gunderson located?
Brent Martin Gunderson is based in LA GRANDE, Oregon, working with CONNECTED WEALTH SOLUTIONS, LLC. Their office serves clients in the LA GRANDE metropolitan area and surrounding communities.
How does Brent Martin Gunderson charge for services?
Brent Martin Gunderson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONNECTED WEALTH SOLUTIONS, LLC?
CONNECTED WEALTH SOLUTIONS, LLC has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LA GRANDE
Michael Rae Poe — CONNECTED WEALTH SOLUTIONS, LLCYvonne Kathleen Roberts — CONNECTED WEALTH SOLUTIONS, LLCChelsea Ann Hewitt — CONNECTED WEALTH SOLUTIONS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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