Donna
Gunderson
Golden State Equity Partners, LLC
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About this Advisor
Donna Gunderson is a financial advisor working out of Bemidji, Minnesota. Gunderson currently works for Golden State Equity Partners, LLC. Throughout their career, Gunderson has worked at Usda Forest Service, Edward Jones and Ameriprise Financial Services Inc. Gunderson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California and New Mexico. Golden State Equity Partners, LLC is a business operating out of Santa Ana, CA. It has offices in 14 locations and a total of 31 people on staff. It has $480 million in total assets across its 2,284 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,284 client accounts, 20% belong to high-net-worth investors who have greater than $1 million in assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services are offered. Fees billed by Golden State Equity Partners, LLC likely are comprised of any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Golden State Equity Partners, LLC Brokerage Details
$479,522,775
31
2,284
$209,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Donna Gunderson Work History
Donna has been registered as a financial advisor for 0 years.*
Ameriprise Financial Services Inc
Edward Jones
Edward Jones
Usda Forest Service
*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 Donna 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 Golden State Equity Partners, LLC
Nokomis, FL
Santa Ana, CA
Bemidji, MN
Santa Ana, CA
Barrigada,
Santa Ana, CA
Santa Ana, CA
Santa Ana, CA
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