CONNECTED WEALTH SOLUTIONS, LLC of LA GRANDE, OR is an SEC-registered investment adviser (CRD 277111). Regulatory assets under management: $226.4M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Chelsea Ann Hewitt | MEMBER | — |
| Brent Martin Gunderson | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Michael Rae Poe | MEMBER | — |
| Yvonne Kathleen Roberts | MEMBER | — |
| GUNDERSON BRENT MARTIN | MEMBER / CHIEF COMPLIANCE OFFICER | — |
| POE MICHAEL RAE | MEMBER | — |
| ROBERTS YVONNE KATHLEEN | MEMBER | — |
| HEWITT CHELSEA ANN | MEMBER | — |