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Jeremy Gunderson

LPL Financial LLC
7 Years of Experience
Bismarck, ND
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeremy Gunderson is a registered investment advisor at LPL Financial LLC, based in Bismarck, ND, with 7 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1806 N 12th St, Bismarck, ND, 58501

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
February 2013
Final Disposition
Criminal
March 2009
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeremy operates his LPL business through Cornerstone Financial Group, dedicating full-time hours to it. He also works with Lockton Affinity, LLC selling non-variable insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 8 mos
LPL Financial LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Investment Centers of America, INC.Broker
May 2013 - August 2013 · 3 mos
State Registrations7 states
IAINMNMTNDTXWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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