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Kurt Paul Gunderson

International Assets Advisory, LLC

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About Kurt Paul Gunderson

Kurt Paul Gunderson is a financial professional with over 30 years of experience in the industry. Kurt is currently registered with International Assets Advisory, LLC. Previously Kurt was a registered representative for S2K Financial LLC, Northstar Securities, LLC, Orchard Securities, LLC, Mutual of America Life Insurance Company, Mutual of America Securities LLC, Ameriprise Financial Services, Inc., Fintegra, LLC, Investment Centers of America, Inc., D.A. Davidson & Co., PrimeVest Financial Services, Inc., Bisys Brokerage Services, Inc., Aegon USA Securities Inc., and Integrated Resources Equity Corporation.

Firm Information

Kurt Gunderson is currently registered with International Assets Advisory, LLC. International Assets Advisory, LLC is a Limited Liability Company formed in 2001. The firm offers investment advisory services, including selection of other advisors, portfolio management for businesses, and portfolio management for pooled investment vehicles. The firm is registered with the SEC and is also registered in all 50 states and the District of Columbia.
International Assets Advisory, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kurt Gunderson’s Registration & Firm History

TX

07/14/2022 - Present

International Assets Advisory, LLC (DALLAS TX)

FL

05/31/2017 - 05/03/2022

S2K FINANCIAL LLC (ORLANDO FL)

CO

05/23/2018 - 08/29/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

UT

09/16/2016 - 04/29/2017

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

MN

08/17/2015 - 07/21/2016

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLOOMINGTON MN)

MN

08/17/2015 - 07/21/2016

MUTUAL OF AMERICA SECURITIES LLC (BLOOMINGTON MN)

MN

01/15/2010 - 05/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (WINDOM MN)

MN

10/06/2009 - 01/15/2010

FINTEGRA, LLC (ST CLOUD MN)

MT

06/28/2007 - 03/03/2008

INVESTMENT CENTERS OF AMERICA, INC. (WHITEFISH MT)

CO

10/29/2004 - 06/04/2007

D.A. DAVIDSON & CO. (FORT COLLINS CO)

MN

05/10/2000 - 11/02/2004

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MN

07/07/1997 - 05/10/2000

BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)

IA

01/04/1996 - 07/08/1997

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

WI

12/20/1988 - 01/04/1996

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

NA

02/06/1989 - 09/05/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BOTH

Issued 07/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Paul Gunderson.
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