Nathan William Gunderson
Investment adviser representative at Xcelsior Advisor Partners LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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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
Experience
10 years in the industry.
- Reeg Private WealthJul 2026 to now
- Simplicity InvestmentsJul 2026 to now
- Xcelsior Advisor Partners LLCJul 2026 to now
- Grand Canyon UniversityAug 2019 to Apr 2020
- Robert W. Baird & Co.May 2018 to Jul 2026
- James Caliandro Inc.Aug 2017 to May 2018
- Arne BergeAug 2017 to Aug 2017
- City of Battle Groud Public WorksMay 2017 to Jul 2017
- North Dakota State UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Xcelsior Advisor Partners LLC
$2.5BAssets managed
1,501Clients
21Advisers
1 yearIn 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
- 6970649
- Firm CRD
- 334779