Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gunderson is a financial advisor with over 10 years of experience in the industry. Paul is currently registered with LPL Financial LLC and ICA Group Wealth Management, LLC. Paul's expertise includes financial planning, portfolio management, and consulting. Paul has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
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SC
06/25/2024 - Present
LPL Financial LLC (FORT MILL SC)
WI
08/30/2018 - 09/12/2024
LPL FINANCIAL LLC (MILWAUKEE WI)
WI
03/23/2018 - 09/05/2018
PRIVATE CLIENT SERVICES, LLC (Appleton WI)
WI
12/17/2015 - 02/20/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
07/29/2015 - 02/20/2018
SII INVESTMENTS, INC. (APPLETON WI)
BOTH
Issued 09/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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