Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gunderson is a financial advisor with Brookstone Capital Management LLC. Daniel has been working in the financial industry since 1995. Daniel is licensed to provide financial advice in Texas and Wisconsin. Daniel holds Series 7 and Series 63 securities licenses and is a Registered Investment Advisor. Daniel has experience working at multiple firms in the financial industry including Hilltop Securities Independent Network Inc., Morgan Stanley and Wells Fargo Advisors, LLC. Daniel provides financial planning, portfolio management for individuals, portfolio management for businesses, and educational seminars. Daniel's clients include individuals and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
06/22/2020 - Present
Brookstone Capital Management LLC (Keller TX)
TX
04/29/2016 - 07/03/2019
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (Keller TX)
TX
03/01/2012 - 05/13/2016
MORGAN STANLEY (SOUTHLAKE TX)
TX
08/25/2006 - 03/07/2012
WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)
TX
12/18/1995 - 08/30/2006
A. G. EDWARDS & SONS, INC. (BEDFORD TX)
IA
Issued 03/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Gunderson is the right advisor for you? Invested Better is here to help.
