Jody
Gunderson
Great Point Advisors, LLC
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About this Advisor
Jody Gunderson is a financial advisor based in Chicago, Illinois, who has 1 year of relevant experience. Gunderson is on the advisory team at Great Point Advisors, LLC. Gunderson has gained experience at Professional Pride Realty, Transamerica, Ameriprise, Homemaker, Herbalife, Knuttila Financial Services, Capital Financial Services, Inc, Northstar Securities, LLC, S2K Financial LLC, Remax Advantage Plus, International Assets Advisory, LLC, International Assets Investment Management, LLC and Great Point Capital, LLC. Gunderson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Great Point Advisors, LLC is an advisory firm operating out of Chicago, IL. It administers $20 million in assets under management across its 72 client accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 72 customer accounts, 42% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Great Point Advisors, LLC may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Point Advisors, LLC Brokerage Details
$19,921,932
17
72
$276,694
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jody Gunderson Work History
Jody has been registered as a financial advisor for 1 years.*
Great Point Capital, LLC
S2K Financial LLC
International Assets Advisory, LLC
International Assets Investment Management, LLC
Northstar Securities, LLC
S2K Financial LLC
Remax Advantage Plus
Knuttila Financial Services
Capital Financial Services, Inc
Professional Pride Realty
Transamerica
Homemaker
Ameriprise
Herbalife
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jody Gunderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Great Point Advisors, LLC
White Plains, NY
Chicago, IL
Chicago, IL
Chicago, IL
Lakewood, CO
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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