Jody Gunderson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → 05/2026
  Independent Remodeling Home Furnishings
  Northfield , MN
• 06/2026 → Present
  Lpl Financial, Llc
  Edina, MN
• 09/2015 → 09/2018
  Professional Pride Realty
  Northfield, MN
• 07/2017 → 05/2018
  Knuttila Financial Services
  Perham, MN
• 07/2017 → 05/2018
  Capital Financial Services, Inc
  Minot, ND
• 06/2018 → 08/2018
  Northstar Securities, Llc
  Denver, CO
• 06/2018 → 08/2020
  S2K Financial Llc
  New York, NY
• 09/2018 → 01/2019
  Remax Advantage Plus
  Northfield, MN
• 08/2020 → 12/2020
  International Assets Advisory, Llc
  Northfield, MN
• 08/2020 → 12/2020
  International Assets Investment Management, Llc
  Northfield, MN
• 01/2021 → 04/2022
  S2K Financial Llc
  Winter Park, FL
• 05/2022 → 12/2025
  Great Point Capital, Llc
  Chicago, IL

Previous Registrations

• 2022-09-12 → 2025-12-31
  Quincy Wells Advisors, Llc
  Chicago, IL
  Northfield, MN
• 2020-09-10 → 2021-01-04
  International Assets Investment Management, Llc
  Northfield, MN
  Orlando, FL
• 2017-07-12 → 2018-06-06
  Capital Financial Services, Inc.
  Minot, ND
  Perham, MN
• 2015-12-11 → 2016-04-14
  Transamerica Financial Advisors, Llc
  Rochester, MN
• 2013-07-29 → 2015-05-14
  Ameriprise Financial Services, Llc
  Kearney, NE
  Windom, MN
  Burlington, WA
  Flint, MI
  Aberdeen, SD
  Bismarck, ND
• 2010-12-16 → 2011-08-18
  Valic Financial Advisors, Inc.
  Edina, MN
• 2008-01-10 → 2009-07-24
  Investment Centers Of America, Inc.
  Northfield, MN

Other Businesses

1. 05/2026 - LARSON & LARSON FINANCIAL - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2008-01-04

Other Names

• Jody Lynn Drexler
• Jody Lynn Borene
• Jody Lynn Graff
• Jody L Graff
• Jody L Gunderson
• Jody Lynn Graff
• Jody Lynn Borene
• Jody Lynn Gunderson