DG
David E. Gunderson
US FREEDOM CAPITAL ADVISORS LLC
Richardson, TX 75080
Some features on this profile are disabled
CRD#: 6191146
DG
Professional summary
David Eric Gunderson is a registered financial advisor currently at US FREEDOM CAPITAL ADVISORS LLC located in Richardson, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 3 firms and has passed the Series 65, Series 63, SIE 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.
RBTEN LLC, ITS SUBSIDIARIES AND AFFILIATES, 3400 N CENTRAL EXPY, STE 110, RICHARDSON, TX 75080, INVESTMENT RELATED, START 10/1/2017, INVESTMENT MANAGER, MANAGER, 4 HOURS / 4 DURING TRADING HOURS ### US FREEDOM CAPITAL ADVISORS LLC, ITS SUBSIDIARIES AND AFFILIATES, 3400 N CENTRAL EXPY, STE 110, RICHARDSON, TX 75080, INVESTMENT RELATED, START 10/1/2017, INVESTMENT MANAGER, MANAGER, 4 HOURS / 4 DURING TRADING HOURS ### LAKI OHANA 65 PARTNERS, LLC, 1800 Renfro Road, Colleyville, Texas 76034, INVESTMENT RELATED, LLC FOR DAVID GUNDERSON IRA, MANAGER, 4 HOURS / ZERO DURING TRADING HOURS ### LAKI OHANA 65 HOLDINGS, LLC, 1800 Renfro Road, Colleyville, Texas 76034, INVESTMENT RELATED, LLC FOR DAVID GUNDERSON IRA, MANAGER, 4 HOURS / ZERO DURING TRADING HOURS ### US FREEDOM CAPITAL LLC, its subsidiaries AND AFFILIATES, 3400 N. Central Expwy, Stes. 110-277, Richardson, Texas 75080, INVESTMENT RELATED, START 1/1/2011, INVESTMENT MANAGER, Investment MANAGER, 20 HOURS / 20 DURING TRADING HOURS ### LAKI OHANA, LLC, ITS AFFILIATES AND SUBSIDIARIES, 1800 Renfro Road, Colleyville, Texas 76034, FAMILY TRUST, INVESTMENT-RELATED, START 7/1/2013,4 HOURS / ZERO DURING TRADING HOURS Corsair Ventures, LLC its subsidiaries and affiliates; investment related: Yes; 3400 N. Central Expwy, Stes. 110-277, Richardson, Texas 75080; Real Estate Development Services; Owner of Manager LLC; Officer overseeing real estate development activities. ; 2016-03-21; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 5. Power Cord Energy LLC; Investment related: No; 3400 N Central Expy, Ste 110-277 Richardson TX 75080; Description of the business: Electricity brokerage; Position Title: Founding Partner; Responsibilities Duties: All executive functions; Start date: 2024-12-16; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view David Eric Gunderson'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
May 31, 2017 - Present
US FREEDOM CAPITAL ADVISORS LLC
Office #1: 3400 N. Central Expwy Suite 110-277, Richardson, TX 75080RIA
CRD#: 283481
Richardson, TX
Past
January 21, 2014 - December 9, 2019
TOBIN & COMPANY SECURITIES LLC
BD
CRD#: 137918
CHARLOTTE, NC
Past
August 26, 2013 - October 31, 2013
RIVERROCK SECURITIES, LLC
BD
CRD#: 153178
HOUSTON, TX
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
Texas(5/31/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UF
US FREEDOM CAPITAL ADVISORS LLC
US FREEDOM CAPITAL ADVISORS | US FREEDOM CAPITAL ADVISORS LLC
CRD#: 283481 / SEC#:
Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Texas
Registered Investment Advisory firm - (5/31/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3400 N. Central Expwy Suite 110-277, Richardson, TX 75080
Mailing Address
3400 N. Central Expwy Suite 110-277, Richardson, TX 75080
Phone number
(469) 965-2594
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 1,397,126 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/08/2025 | ||
| 10/17/2024 | ||
| 01/25/2024 | ||
| 04/30/2023 |
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
US FREEDOM CAPITAL ADVISORS LLC
CRD#: 283481Richardson, TX 75080TRUST BUT VERIFY
Monitor David Gunderson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
