Donna Marie Gunderson

Employer firm

Ascentis Independent Advisors, LLC CRD 322879

$2.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2015 → 06/2018
  Edward Jones
  St Louis, MO
• 06/2018 → 01/2023
  Ameriprise Financial Services Inc
  Bemidji, MN
• 01/2023 → Present
  Golden State Equity Partners
  Bemidji, MN
• 02/2024 → 04/2025
  Mark Sand & Gravel Co.
  Fergus Falls, MN

Previous Registrations

• 2018-06-15 → 2023-02-03
  Ameriprise Financial Services, Llc
  Bemidji, MN
• 2015-05-08 → 2018-06-20
  Edward Jones
  Shallotte, NC
  St Louis, MO
  Bemidji, MN
  Bemidji, MN
  Bemidji, MN

Other Businesses

RIA Golden State Equity Partners, LLC Independent Insurance Brokering; American General Insurance; September 2018; Universal Life, Term Life, Whole Life, Long Term Care, Disability Income, Health, Group, Fixed Annuity.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-13

Other Names

• Donna Marie Olson
• Donna M Olson
• Donna Marie Gunderson