Zachary David Gunderson
Investment adviser representative at Providence Financial and Insurances, Inc.
14 yearsExperience
1 stateRegistered in
$215MFirm assets
5 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Providence Financial and Insurances, Inc.Oct 2023 to now
- UnemployedNov 2022 to Oct 2023
- LPL FinancialOct 2014 to Nov 2022
- Premier America Credit UnionApr 2012 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Providence Financial and Insurances, Inc.
Legal name: Providence Financial and Insurance Services, Inc
$215MAssets managed
624Clients
6Advisers
5 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
- 6240783
- Firm CRD
- 141988