Jody Gunderson
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial, LLCJun 2026 to now
- Independent Remodeling Home FurnishingsJan 2026 to May 2026
- Great Point Capital, LLCMay 2022 to Dec 2025
- S2k Financial LLCJan 2021 to Apr 2022
- International Assets Advisory, LLCAug 2020 to Dec 2020
- International Assets Investment Management, LLCAug 2020 to Dec 2020
- Remax Advantage PlusSep 2018 to Jan 2019
- S2k Financial LLCJun 2018 to Aug 2020
- Northstar Securities, LLCJun 2018 to Aug 2018
- Capital Financial Services, IncJul 2017 to May 2018
- Knuttila Financial ServicesJul 2017 to May 2018
- Professional Pride RealtySep 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5302745
- Firm CRD
- 6413