Donald Sundt
Donald Sundt is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Shakopee, MN, with 26 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
8325 Crossings Blvd, Shakopee, MN, 55379
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Donald owns and maintains a rental property in Minneapolis, MN since 2004. This investment-related activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Essex National Securities, LLC
Essex National Securities, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Octavus LLCBroker
Securian Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Piper Jaffray & CO.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations24 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.