David Gunderson
David Gunderson is a registered investment advisor at US Freedom Capital Advisors LLC, based in Richardson, TX, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 16 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Fee Estimator
Location
3400 N. Central Expwy, Suite 110-277, Richardson, TX, 75080
Get directionsHistory
Regulatory History (9)
Judgment / Lien
June 2025Financial
April 2025Regulatory
November 2024Judgment / Lien
October 2021Customer Dispute
September 2021Financial
August 2021Customer Dispute
August 2021Customer Dispute
July 2021Customer Dispute
July 2021Other Business Activities
David is an investment manager for several LLCs, including RBTEN LLC, US Freedom Capital Advisors LLC, LAKI OHANA 65 PARTNERS LLC, LAKI OHANA 65 HOLDINGS LLC, US Freedom Capital LLC, LAKI OHANA LLC, and Corsair Ventures LLC. He is also a founding partner at Power Cord Energy LLC, an electricity brokerage.
Employment History
Current Registrations
US Freedom Capital Advisors LLC
Previous Registrations
Tobin & Company Securities LLCBroker
Riverrock Securities, LLCBroker
State Registrations1 state
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.