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Current Employers
Xcelsior Advisor Partners Llc

Scottsdale, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-30
AZ RA APPROVED 2026-07-24
  • TX RA
    APPROVED
    Since 2026-08-30
  • AZ RA
    APPROVED
    Since 2026-07-24

Branch Locations

14624 Scottsdale Road Suite 195, Scottsdale, AZ 85254 • United States

Scottsdale, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Dakota State University Fargo ND 08/2016 05/2018
City Of Battle Groud Public Works Battle Groud WA 05/2017 07/2017
James Caliandro Inc. Fargo ND 08/2017 05/2018
Robert W. Baird & Co. Scottsdale AZ 05/2018 04/2020
Robert W. Baird & Co. Scottsdale AZ 04/2020 07/2026
Grand Canyon University Phoenix AZ 08/2019 04/2020
Arne Berge Binford ND 08/2017 08/2017
Xcelsior Advisor Partners Llc Scottsdale AZ 07/2026 Present
Simplicity Investments Summit NJ 07/2026 Present
Reeg Private Wealth Scottsdale AZ 07/2026 Present
  • 08/2016 → 05/2018
    North Dakota State University
    Fargo, ND
  • 05/2017 → 07/2017
    City Of Battle Groud Public Works
    Battle Groud, WA
  • 08/2017 → 05/2018
    James Caliandro Inc.
    Fargo, ND
  • 05/2018 → 04/2020
    Robert W. Baird & Co.
    Scottsdale, AZ
  • 04/2020 → 07/2026
    Robert W. Baird & Co.
    Scottsdale, AZ
  • 08/2019 → 04/2020
    Grand Canyon University
    Phoenix, AZ
  • 08/2017 → 08/2017
    Arne Berge
    Binford, ND
  • 07/2026 → Present
    Scottsdale , AZ
  • 07/2026 → Present
    Simplicity Investments
    Summit, NJ
  • 07/2026 → Present
    Reeg Private Wealth
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.) PART TIME INSURANCE PRODUCER - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Part time insurance producer, Recommend insurance as needed as part of planning process, Invt Rel, Insurance business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) REEG PRIVATE WEALTH - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Wealth Advisor, Investment management & comprehensive, financial planning, Invt Rel, Wealth advisor, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) XCELSIOR ADVISOR PARTNERS LLC - 7/24/26 - 14624 N Scottsdale Road, Suite 195, Scottsdale, AZ 85254 - Partner/Financial Advisor, IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-19
  • S66 Uniform Combined State Law Examination
    2020-08-19
Designations
Other Names
  • Nathan W Gunderson

View on SEC IAPD

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