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CONNECTED WEALTH SOLUTIONS, LLC
CONNECTED WEALTH SOLUTIONS, LLC
LA GRANDE, Oregon
·
2 registered advisors
·
CRD# 277111
SEC# 801-128240
0
(541) 963-7800
01
Firm Overview
AUM
$146M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CONNECTED WEALTH SOLUTIONS, LLC
2 registered advisors
Brent Martin Gunderson
LA GRANDE, Oregon
CRD# 6540515
Michael Rae Poe
LA GRANDE, Oregon
CRD# 6548614
05
Office Locations
LA GRANDE, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. CONNECTED WEALTH SOLUTIONS, LLC (CRD# 277111) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.