RIA Intelligence

CONNECTED WEALTH SOLUTIONS, LLC

CRD #277111 SEC #801-128240 LA GRANDE, OR (541) 963-7800
SEC Registered
Total AUM
$186.8M
Discretionary
$186.8M
Employees
3
Clients
101
Accounts
667

Firm Details

Organization Type
Limited Liability Company
State of Formation
Oregon
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GUNDERSON, BRENT, MARTINIMEMBER / CHIEF COMPLIANCE OFFICERC Control
GUNDERSON, BRENT, MARTINIMEMBER / CHIEF COMPLIANCE OFFICERC Control
GUNDERSON, BRENT, MARTINIMEMBER / CHIEF COMPLIANCE OFFICERC Control
GUNDERSON, BRENT, MARTINIMEMBER / CHIEF COMPLIANCE OFFICERC Control
GUNDERSON, BRENT, MARTINIMEMBER / CHIEF COMPLIANCE OFFICERC Control
GUNDERSON, BRENT, MARTINIMEMBER / CHIEF COMPLIANCE OFFICERC Control
HEWITT, CHELSEA, ANNIMEMBERC Control
HEWITT, CHELSEA, ANNIMEMBERC Control
HEWITT, CHELSEA, ANNIMEMBERC Control
HEWITT, CHELSEA, ANNIMEMBERC Control
HEWITT, CHELSEA, ANNIMEMBERC Control
HEWITT, CHELSEA, ANNIMEMBERC Control
POE, MICHAEL, RAEIMEMBERC Control
POE, MICHAEL, RAEIMEMBERC Control
POE, MICHAEL, RAEIMEMBERC Control
POE, MICHAEL, RAEIMEMBERC Control
POE, MICHAEL, RAEIMEMBERC Control
POE, MICHAEL, RAEIMEMBERC Control
ROBERTS, YVONNE, KATHLEENIMEMBERC Control
ROBERTS, YVONNE, KATHLEENIMEMBERC Control
ROBERTS, YVONNE, KATHLEENIMEMBERC Control
ROBERTS, YVONNE, KATHLEENIMEMBERC Control
ROBERTS, YVONNE, KATHLEENIMEMBERC Control

Registrations

Federal

IA
Jul 18, 2025 REGISTERED

Notice Filings (4)

ID OR TX WA

Address

1121 ADAMS AVENUE
LA GRANDE, OR 97850
United States
Phone: (541) 963-7800