Thomas M. Gunderson, CFP®, AIF®

Tom Gunderson


Jamestown College – Bachelor of Arts


Wife – Janelle
Daughter – Macy
Sons – Jeremy and Austin

  • Estate Planning
  • IRA Planning – Traditional, Roth and Rollovers
  • Lump Sum Distributions
  • Retirement Plans
  • Employee Retirement Programs
  • 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 investment products. He is up-to-date, so you can get knowledgeable options. The Team Advantage Tom is an independent investment representative of LPL Financial, and part of a team of CERTIFIED FINANCIAL PLANNER™ certificants. When you call on the “Team of CERTIFIED FINANCIAL PLANNER™ Professionals” you not only have some of the most knowledgeable people in the industry at your service, you have the benefit of more than 80 years of combined experience. Tom Gunderson, CFP® along with his partners Perry D. Bohl, CFP® and Wayne A. Muehler, CFP® are here to help you with your important decisions——they’ll be here tomorrow to help monitor your plan and keep you on track. They are available to answer your questions about financial planning, saving for your children’s education, retirement planning, investing and insurance protection. Call him today!