SG
Steven E. Gundersen
METTE ASSOCIATES
TEMPE, AZ 85281
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CRD#: 3005483
SG
Professional summary
Steven Eric Gundersen is a registered financial advisor currently at METTE ASSOCIATES, LLC located in Tempe, Arizona.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Steven has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a owner of all or a portion of three businesses in addition to Mette Associates, LLC.
Tallsalt Advisors LLC provides financial advice to Native American tribes and their businesses and the business performs some proprietary development activities on Native American lands. This business activity is non-investment related. The address for the business is 1440 East Lexington Avenue, Gilbert AZ, 85234. I have been the sole owner and the President of the company since it was founded in November 2012. I devote approximately 100 hours per month to this business which mostly occur during normal securities trading hours. I perform new business development, client relationship management and analysis in addition to my administrative duties as the President of Tallsalt Advisors LLC.
NPower Link LLC is a developer of green, renewable energy generation projects and related energy infrastructure on the lands of Native American tribes. This business activity is non-investment related. The address for the business is 60 East Rio Salado Parkway, Tempe AZ, 85281. I have been a member, owning one-third of the membership interests, and a manager of the company since it was founded in August 2019. I devote approximately 10 hours per month to this business which mostly occur during normal securities trading hours. I perform project development and financial analysis in addition to my administrative duties as a member and a manager of NPower Link LLC.
Tosidoh LLC is a developer of green, renewable energy generation projects on the lands of Native American tribes. This business activity is non-investment related. The address for the business is 60 East Rio Salado Parkway, Tempe AZ, 85281. I have been a member, owning one-fifth of the membership interests, and a manager of the company since it was founded in April 2020. I devote approximately 10 hours per month to this business which mostly occur during normal securities trading hours. I perform project development and financial analysis in addition to my administrative duties as a member and a manager of Tosidoh LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Eric Gundersen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2007 - Present
METTE ASSOCIATES, LLC
Office #1: 60 E Rio Salado Parkway, #900, Tempe, AZ 85281RIA
CRD#: 140812
TEMPE, AZ
Past
February 28, 2007 - February 17, 2010
TALLSALT ASSET MANAGEMENT, LLC
RIA
CRD#: 141888
SCOTTSDALE, AZ
Past
April 9, 1998 - October 26, 1998
REA SECURITIES INC.
BD
CRD#: 40264
NEWPORT BEACH, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(1/23/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MA
METTE ASSOCIATES, LLC
DBA METTE ASSOCIATES | TALLSALT FINANCIAL GROUP | TALLSALT ASSET MANAGEMENT, LLC | TALLSALT ADVISORS | METTE ASSOCIATES, LLC | GUNDERSEN, STEVEN ERIC
CRD#: 140812 / SEC#:
Arizona
Registered Investment Advisory firm - (1/23/2007 Approved)California
Registered Investment Advisory firm - (10/9/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
60 E Rio Salado Parkway, #900, Tempe, AZ 85281
Mailing Address
Po Box 28334, Scottsdale, AZ 85255
Phone number
(480) 433-9760
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 62,511,099 |
Red Flags
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