Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald James Sundt is a financial professional with over 20 years of experience in the financial services industry. Donald is currently registered as a Registered Representative and Investment Advisor Representative with U.S. Bancorp Investments, Inc. Donald is also a registered Investment Advisor in Texas and Minnesota. Previously, Donald has been associated with several other firms, including INFINEX INVESTMENTS, INC., ESSEX NATIONAL SECURITIES, LLC, SECURITIES AMERICA, INC., AMERIPRISE FINANCIAL SERVICES, INC., OCTAVUS LLC, SECURIAN FINANCIAL SERVICES, INC., IDS LIFE INSURANCE COMPANY, PIPER JAFFRAY & CO., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Donald holds FINRA Series 63, 65, 7, 24, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Shakopee MN)
MN
07/01/2016 - 12/09/2020
INFINEX INVESTMENTS, INC. (Eaden Prairie MN)
MN
07/01/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Maple Grove MN)
MN
12/17/2013 - 07/24/2014
SECURITIES AMERICA, INC. (MINNEAPOLIS MN)
MN
08/23/2012 - 11/06/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/11/2011 - 08/17/2012
OCTAVUS LLC (EXCELSIOR MN)
MN
06/05/2007 - 04/13/2009
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
09/28/2004 - 06/07/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/28/2004 - 06/07/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/27/1995 - 07/12/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
09/20/1993 - 05/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/20/1993 - 05/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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