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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Donavan Bunderson is a financial advisor currently registered with LPL Financial LLC. Erik has been in the financial services industry since April 2015. Erik holds the Series 7, Series 66 and SIE securities licenses. Erik is registered to provide investment advice in Arizona, Florida, Georgia, Illinois, Nevada, South Carolina, South Dakota, Texas and Wisconsin. Erik is also registered as an Investment Advisor Representative in Texas and Wisconsin. Erik has a previous registration with BMO HARRIS FINANCIAL ADVISORS, INC. Erik has been employed by LPL Financial LLC since March 2021. Before that, Erik worked for BMO HARRIS FINANCIAL ADVISORS, INC. and BMO HARRIS BANK. In addition to being a financial advisor, Erik also engages in other business activities.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
03/24/2021 - Present
LPL Financial LLC (JANESVILLE WI)
WI
04/14/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (JANESVILLE WI)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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