Gage
Gunderson

Advisors Asset Management, Inc

CRD#6282561
Investment Advisor
in Monument, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gage Gunderson is a financial advisor operating out of Monument, Colorado. Gunderson currently works for Advisors Asset Management, Inc. Throughout their career, Gunderson has worked at Mhc, Ameriprise Financial Services, Inc, Wells Fargo Advisors, LLC, Advanced Financial Consultants, American Portfolios Financial Services, Inc, American Portfolios Advisors, Inc, Colliers Securities LLC, Advanced Roofing Technology, Money Concepts Capital Corp, Wealthvest, The Leaders Group Inc, Investment Centers Consulting and Advisors Asset Management, Inc. Gunderson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Advisors Asset Management, Inc is a financial advisory business based out of Monument, CO. The company has offices in nine locations and a total of 253 financial advisors. It handles $4 billion in assets among its 1,634 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 1,634 client accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. Advisors Asset Management, Inc performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. A financial advisor's fees are based on the financial services. Fee types charged by Advisors Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

18925 Base Camp Road Suite 203
Monument, CO 80132

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,740,185,737

CO Average: $2,349,664,866
Total Number of Employees

253

CO Average: 28
Total Number of Accounts

1,634

CO Average: 1,101
Average Account Size

$2,288,975

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Gage Gunderson Work History

Gage has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Advisors Asset Management, Inc

2022 - 2022 (< 1 year)

Wealthvest

2022 - 2022 (< 1 year)

The Leaders Group Inc

2021 - 2022 (1 year)

Advanced Roofing Technology

2021 - 2022 (1 year)

Money Concepts Capital Corp

2020 - 2021 (1 year)

Colliers Securities LLC

2019 - 2020 (1 year)

American Portfolios Financial Services, Inc

2019 - 2020 (1 year)

American Portfolios Advisors, Inc

2016 - 2019 (3 years)

Wells Fargo Advisors, LLC

2015 - 2016 (1 year)

Advanced Financial Consultants

2015 - 2023 (8 years)

Investment Centers Consulting

2013 - 2015 (2 years)

Ameriprise Financial Services, Inc

2011 - 2013 (2 years)

Mhc

*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 Gage 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 Advisors Asset Management, Inc

Jason Willyard
Lisle, IL
Brian Winkler
New York, NY
Michael Pfeiffer
Princeton, NJ
Robert Wilkinson
Boerne, TX
Jeffrey Rosen
Dunwoody, GA
Shawn Shepherd
Olathe, KS
Thomas Higgins
Boca Raton, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started