# Brent Gunderson

> Brent Gunderson is a fee-only financial advisor at Connected Wealth Solutions in La Grande, Oregon. Connected Wealth Solutions reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/brent-gunderson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Connected Wealth Solutions
- **Based in:** La Grande, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $226.4M across 721 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6540515 (https://adviserinfo.sec.gov/individual/summary/6540515)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 65 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.connectedwealthllc.com/

## Frequently asked questions

### Is Brent Gunderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Connected Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brent charge for financial advice?

Brent's firm, Connected Wealth Solutions, reports charging a percentage of assets on its SEC Form ADV.

### Where is Brent Gunderson based?

Brent Gunderson is based in La Grande, Oregon.

### Is Brent Gunderson registered with the SEC?

Yes. Brent Gunderson is registered as an investment adviser representative in OR (CRD 6540515), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Connected Wealth Solutions manage?

Connected Wealth Solutions reports $226.4M across 721 accounts in assets under management.

### How do I contact Brent Gunderson?

Through Brent's website, www.connectedwealthllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6540515): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.connectedwealthllc.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.