Kristen Dunder
Kristen Dunder is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eugene, OR, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Eugene, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristen works as an operations supervisor for Columbia Wealth Advisors and as an operations supervisor for Columbia Wealth Advisors through Umpqua Bank. Both roles take about half of Kristen's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations4 states
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