Education:
- Jamestown College – Bachelor of Arts
Family:
- Wife – Janelle
- Daughter – Macy
- Sons – Jeremy and Austin
Services:
- Professional financial planning services to help you work towards your financial goals.
- Retirement planning to help manage your savings before and during retirement.
- Education planning suggestions for your children’s higher education.
- Estate Planning to assist with the transfer of your estate after death.
- IRA Planning – Traditional, ROTH and 401(k)
- Lump Sum Distributions
- Employee Retirement Programs – 401(k), SIMPLE and SEP IRAs and 457 Plans
- Life Insurance Planning
- Long Term Care Insurance Planning.
Professional Credentials:
- Series 7, 63, 22 and 24 registrations*
- Life & Health Insurance license
- AIF® Registered
- 1982–1983 – Registered Representative with E.F Hutton
- 1983–2017 – Investment Centers of America, Inc.
- 2017–Present – LPL Financial
- 1987–Received CFP® certification
- Past President of Investment Centers Group, Inc.
- Member of IAFP
*Registrations are held through LPL Financial
Special Benefits:
As more people call themselves “financial planners,” finding the right professional to address your financial planning needs isn’t easy. Take your time when choosing a financial planner. Before making a decision become familiar with the planner’s business style and understand the level of services he provides. Look for a measure of the planner’s commitment to ethical behavior and adherence to high professional standards. Most importantly, look for a financial planner who will put you and your needs at the center of every financial planning arrangement. You will find that Tom takes the time necessary to help his clients understand the principles of investing so they can make better choices.
Continuing Education:
As a committed professional with your interests at heart, Tom Gunderson regularly attends professional seminars and meetings on financial planning, investments, market outlook, and ever-changing investment products and strategies. His CERTIFIED FINANCIAL PLANNER™ certification and ACCREDITED INVESTMENT FIDUCIARY® designations, along with his life and health insurance licenses and various securities registrations, all mandate a regimen of continuing education. Tom’s commitment to professionalism and integrity show his drive to be a knowledgeable resource to his clients advice.
