TITLE

Thomas E. Gunderson: Success Times Seven

AUTHOR(S)
Opiela, Nancy
PUB. DATE
March 2001
SOURCE
Journal of Financial Planning;Mar2001, Vol. 14 Issue 3, p132
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article features financial planner Thomas E. Gunderson and his company, Investment Centers of America (ICA). From the start, Gunderson's mission for ICA, a broker/dealer he founded in 1985, has been to provide financial planning and financial products to small-towns in the U.S. With more than 250 offices in 22 states, ICA enjoys its reputation as the market leader in building and maintaining successful investment programs in community and small, independent banks. Gunderson, who began his career with IDS as a registered representative and later worked with Waddell & Reed, EF Hutton and Integrated Resources, says ICA's clients' needs are not unlike his own. Gunderson says that, as much as he has enjoyed founding and growing his business, the true rewards are in watching his sons continue to build ICA. As it has from the start, Gunderson's focus is on how ICA can work better with clients. One area he is working on is how to more easily gather detailed information from clients.
ACCESSION #
4194187

 

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