Kathryn Elizabeth Gunderman
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 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.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsSep 2025 to now
- Private FamilyJun 2025 to Aug 2025
- Googins AdvisorsSep 2024 to May 2025
- Private FamilyJun 2024 to Aug 2024
- City of MoundsviewDec 2023 to Jan 2024
- Private FamilyJun 2023 to Aug 2023
- Private FamilyJun 2022 to Aug 2022
- University of Wisconsin-madisonSep 2021 to May 2025
- Private FamilyAug 2020 to Aug 2021
- PotbellyJun 2018 to Aug 2020
- 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