Timothy Gunderson
Timothy Gunderson is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Woodbury, MN, with 25 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
7616 Currell Blvd Suite 110, Woodbury, MN, 55125
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
Timothy is a partner at Tradition Wealth Management, LLC, dedicating about a quarter of his time. He also owns TWM Insurance, selling life, long-term care, and disability insurance, and TWM Sports Management, both requiring minimal time commitment.
Employment History
Current Registrations
Private Client Services, LLCBroker
Tradition Wealth Management LLC
Previous Registrations
Concourse Financial Group Securities, INC.Broker
Cambridge Investment Research, INC.Broker
State Farm Vp Management CORP.Broker
State Registrations17 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.
Exams
More Advisors
- Eric Rislove, CFPEdward Jones
- Aaron Smaagaard, CFP, ChFCLPL Financial LLC
- Dean Allen, CFPPine Grove Financial Group
- Michelle Campbell, CFPPine Grove Financial Group
- Jennifer Boland, CFPWealth Enhancement Advisory Services, LLC
- Jeffrey Clark, CFPPine Grove Financial Group