Jeremy Gunderson
Jeremy Gunderson is a registered investment advisor at LPL Financial LLC, based in Bismarck, ND, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1806 N 12th St, Bismarck, ND, 58501
Get directionsHistory
Regulatory History (2)
Criminal
February 2013Criminal
March 2009Other 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
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.Broker
State Registrations7 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.