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Sarah Gunderson

Strategic Advisers LLC

Centennial, CO

Denver, CO

Lone Tree, CO

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
ND RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • ND RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

Denver, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • 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
Jackson National Life Distributors Llc Denver CO 01/2014 06/2018
Jpm Investment Management Chicago IL 06/2018 09/2019
Jpm Institutional Investments Inc Chicago IL 06/2018 09/2019
T Rowe Price Colorado Springs CO 09/2019 03/2022
Fidelity Investments Lone Tree CO 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 06/2018
    Jackson National Life Distributors Llc
    Denver, CO
  • 06/2018 → 09/2019
    Jpm Investment Management
    Chicago, IL
  • 06/2018 → 09/2019
    Jpm Institutional Investments Inc
    Chicago, IL
  • 09/2019 → 03/2022
    T Rowe Price
    Colorado Springs, CO
  • 03/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
  • 2020-09-05 → 2022-03-31
    T. Rowe Price Associates, Inc.
    Colorado Springs, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-03
S63 Uniform Securities Agent State Law Examination 2014-04-19
  • S66 Uniform Combined State Law Examination
    2020-09-03
  • S63 Uniform Securities Agent State Law Examination
    2014-04-19
Other Names
  • Sarah Gunderson
  • Sarah A Gunderson

View on SEC IAPD

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Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

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