AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DG

Donna M. Gunderson

GOLDEN STATE EQUITY PARTNERS
Grand Rapids, MN 55744
Some features on this profile are disabled
CRD#: 5836998
DG

Professional summary

Donna Marie Gunderson, who also goes by Donna Marie Gunderson, Donna M Olson, Donna Marie Olson, is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in Grand Rapids, Minnesota.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Donna has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna Marie Gunderson | Donna M Olson | Donna Marie Olson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Gunderson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 31, 2023 - Present

GOLDEN STATE EQUITY PARTNERS, LLC

Office #1: Historic Central School 10 Nw 5th St, Ste 212a, Grand Rapids, MN 55744
RIA
CRD#: 322879
Grand Rapids, MN
Past

June 15, 2018 - February 3, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Bemidji, MN
Past

June 15, 2018 - February 3, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Bemidji, MN
Past

May 8, 2015 - June 20, 2018

EDWARD JONES

RIA
CRD#: 250
BEMIDJI, MN
Past

February 26, 2015 - June 20, 2018

EDWARD JONES

BD
CRD#: 250
BEMIDJI, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 Approved)

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
Minnesota
(1/18/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/13/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/26/2015
General Securities Representative Examination

Current Firm

GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 Approved)
Loading...

Contact information

Main Address
201 E. Sandpointe Ave Suite 460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GOLDEN STATE EQUITY PARTNERS PART 2A FIRM BROCHURE (9/8/2025)
GOLDEN STATE EQUITY PARTNERS PART 2A WRAP FEE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts4,604
AUM (Assets Under Management)$ 880,384,165

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GOLDEN STATE EQUITY PARTNERS, LLC

CRD#: 322879Grand Rapids, MN 55744

TRUST BUT VERIFY

Monitor Donna Gunderson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

GD
Gregory Del ColomboAdvisorCheck Check Mark
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
IAR
PHILADELPHIA, PA
JE
Jason EricksonAdvisorCheck Check Mark
VAN AKE CAPITAL LLC
PR
WINNETKA, IL
NS
Nelson SecretarioAdvisorCheck Check Mark
REDWOOD PRIVATE WEALTH
PR
PHOENIX, AZ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.