Jeffery Gunderson
Jeffery Gunderson is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Moline, IL, with 40 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5308 Avenue of the Cities, Suite B, Moline, IL, 61265
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffery works as a sales representative for Compass Financial Partners, selling securities, fixed insurance, and accumulation products, taking about half of his time. He also sells fixed annuities, fixed life insurance, long-term care insurance, and Medicare supplements through Gunderson Financial and directly as Jeffery Gunderson, dedicating about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Washington Square Securities, INC.Broker
G. R. Phelps & CO., INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Lutheran Brotherhood Securities CORP.Broker
Liberty Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.