Donna Gunderson, APMA®
Golden State Equity Partners

Direct: 218-256-5868

122 3rd Street NW
Bemidji, MN 56601

P.O. Box 1482
Bemidji, MN 56619

DonnaGunderson@GoldenStateEP.com

Donna’s professional journey reflects a diverse background in both corporate and independent financial services, providing her with a broad spectrum of experience to draw upon in her role as Financial Advisor for Golden State Equity Partners, a registered investment adviser (“RIA”) with the U.S. Securities and Exchange Commission. In this role, she focuses on personalized financial investment strategies for individuals and businesses, helping clients build and preserve their wealth.

Previously, Donna has worked with prominent financial institutions such as Edward Jones and Ameriprise Financial, gaining valuable experience in financial services and planning. Her corporate background from Edward Jones and franchise financial service experience from Ameriprise Financial provide her with a well-rounded perspective on the industry. Utilizing Raymond James as a custodian, Donna strives to offer a “best of both worlds” approach with personalized solutions that are in the client’s best interest.

She holds a Bachelor of Science degree in Geology from the University of Minnesota, Duluth, demonstrating her analytical and scientific background. She furthered her education with a Master of Science degree in Isotope Geochemistry from the University of Maryland, showcasing her proficiency in complex analytical processes and research methodologies.

Additionally, Donna holds a professional designation with the PORTFOLIO MANAGEMENT ADVISOR (APMA®), indicating her expertise in portfolio management. This designation underscores her aim for professional excellence and ongoing education in the field of financial advising.

Overall, Donna’s combination of academic achievements, diverse professional experiences, and specialized designations equips her with the knowledge and skills necessary to assist her clients with comprehensive financial guidance.

AR Insurance Lic #17593344.

Contact

201 E Sandpointe, Suite 460
South Coast Metro, CA 92707

866.273.1563
949.428.4280

contact@teamgoldenstate.com

¹As reported in Financial Planning magazine, June 1996-2021, based on total revenue.