DG
DG

Donna Marie Gunderson

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

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Location

122 3rd St NW, Bemidji, MN, 56601

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Donna is an independent insurance broker with American General Insurance since 2018. She sells universal life, term life, whole life, long term care, disability income, health, group, and fixed annuity insurance products.

Employment History
Current Registrations
Golden State Equity Partners, LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
June 2018 - February 2023 · 4 yrs 8 mos
Ameriprise Financial Services, LLCBroker
June 2018 - February 2023 · 4 yrs 8 mos
Edward Jones
May 2015 - June 2018 · 3 yrs 1 mo
Edward JonesBroker
February 2015 - June 2018 · 3 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.