Skip to content

Kathryn Elizabeth Gunderman

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

Are you Kathryn Elizabeth Gunderman? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

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.

  1. Strategic Advisers LLCJan 2026 to now
  2. Fidelity InvestmentsSep 2025 to now
  3. Private FamilyJun 2025 to Aug 2025
  4. Googins AdvisorsSep 2024 to May 2025
  5. Private FamilyJun 2024 to Aug 2024
  6. City of MoundsviewDec 2023 to Jan 2024
  7. Private FamilyJun 2023 to Aug 2023
  8. Private FamilyJun 2022 to Aug 2022
  9. University of Wisconsin-madisonSep 2021 to May 2025
  10. Private FamilyAug 2020 to Aug 2021
  11. PotbellyJun 2018 to Aug 2020
  12. UnemployedJun 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (MN, TX).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
8165096
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
CallContact this firm