Investment adviser representative · Providence Financial And Insurances, Inc.
Zachary D. Gunderson
CRD 6240783 · Woodland Hills, CA
At a glance
Zachary D. Gunderson is an investment adviser representative with Providence Financial And Insurances, Inc. in Woodland Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zachary’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Providence Financial And Insurances, Inc.Since November 2023Woodland Hills, CA · $215M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zachary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Providence Financial And Insurances, Inc.
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- Lorraine A. GrossmanWoodland Hills
- Thuan K. LamWoodland Hills
- Anthony A. SaccaroWoodland Hills · Chartered Financial Consultant
- Jake I. SarnoffWoodland Hills
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