Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Gunderson is a financial advisor with over 20 years of experience in the industry. Timothy is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, 6, 63, and 24 securities licenses. Timothy is registered to provide investment advice in 18 states. Timothy currently works at Tradition Wealth Management LLC, an independent RIA firm based in Edina, Minnesota. Timothy and the firm provide financial planning, investment management and 1031 exchange consulting services to individuals, families, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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.
A percentage of the total value of assets under management is charged.
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2
MN
08/13/2015 - Present
Tradition Wealth Management LLC (EDINA MN)
IA
03/05/2004 - 08/11/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IL
02/26/2001 - 03/08/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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