Kathryn Elizabeth Gunderman
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kathryn Elizabeth Gunderman is an investment adviser representative with Strategic Advisers LLC in New Brighton, MN, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota and Texas.
Registrations & licenses
- Investment adviser:
- Minnesota, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Googins AdvisorsSep 2024 – May 2025Middleton, WI
- Private FamilyJun 2022 – Aug 2022Blaine, MN
- Private FamilyJun 2024 – Aug 2024Coon Rapids, MN
- Private FamilyAug 2020 – Mar 2021Minneapolis, MN
- Private FamilyJun 2025 – Aug 2025Coon Rapids, MN
- Fidelity InvestmentsSep 2025 – no end date reportedMinnetonka, MN
- PotbellyJun 2018 – Aug 2020Arden Hills, MN
- Private FamilyFeb 2021 – Aug 2021Minneapolis, MN
- Private FamilyJun 2023 – Aug 2023Blaine, MN
- CITY OF MoundsviewDec 2023 – Jan 2024Moundsview, MN
- University OF Wisconsin-madisonSep 2021 – May 2025Madison, WI
- University OF Wisconsin-madisonSep 2024 – May 2025Madison, WI
- UnemployedJun 2014 – Jun 2018New Brighton, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kathryn Elizabeth Gunderman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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