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Peter James Gunderson

U.s. Bancorp Investments, Inc.

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About Peter James Gunderson

Peter Gunderson is a financial professional with over 25 years of experience in the financial services industry. Peter is currently registered with U.s. Bancorp Investments, Inc. and has been with them since May 2016. Prior to that, Peter worked with several financial institutions, including Northland Securities, Inc. and Craig-Hallum Capital Group LLC. Peter is licensed to provide financial services in California, Minnesota, and Texas.

Firm Information

Peter Gunderson is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

12b-1,networking&shareholder serv,product partner arrangements

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Peter Gunderson’s Registration & Firm History

MN

05/27/2016 - Present

U.s. Bancorp Investments, Inc. (Minneapolis MN)

MN

09/06/2011 - 04/08/2016

NORTHLAND SECURITIES, INC. (MINNEAPOLIS MN)

MN

10/01/2010 - 09/07/2011

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

WI

02/17/2009 - 07/26/2010

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NY

03/09/2004 - 01/02/2009

WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)

MN

08/01/1997 - 03/10/2004

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter James Gunderson.
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