Donna
Gunderson
Golden State Equity Partners, LLC
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About this Advisor
Donna Gunderson is a financial advisor based in Grand Rapids, Minnesota, working with Golden State Equity Partners, LLC. Donna has previously held positions at the USDA Forest Service, Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. Donna has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Donna is part of Golden State Equity Partners, LLC, which operates out of Grand Rapids, Minnesota. The firm has 20 offices and 25 employees. The firm manages assets totaling $743.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Golden State Equity Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$743,725,447
25
4,106
$181,131
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Donna Gunderson Work History
Golden State Equity Partners
Ameriprise Financial Services Inc
Edward Jones
Edward Jones
Usda Forest Service
Disclosures
Please visit the SEC profile of Donna Gunderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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