Planning Team

Specialties

Our full service team of financial planning professionals is headquartered in Bismarck, North Dakota, with satellite offices in Garrison and Center, and a full-​time branch in Stanley, North Dakota. We take the time necessary to help our clients understand the principals of investing and risk management so they can make better investment choices. We offer financial planning and investment advisory services, life and long-​term care insurance solutions, mutual and exchange traded funds, stocks, bonds and much more.

Financial Services

Professional financial planning to help you realize your financial goals.

Estate tax planning to help lower your tax bill, now and in the future.

Retirement planning to help maximize your savings before and during retirement.

Educational funding suggestions for your children’s higher education.

We feature a wide range of investment opportunities to help meet your needs:

Financial Planning

RA’s & IRA Rollovers

Estate Planning

Employee Retirement Accounts

Retirement Planning

Life, Disability & Long-​Term Car Insurance

Mutual Funds

Annuities — Fixed & Variable

Stocks & Unit Investment Trusts

Charitable Giving

Corporate, Municipal & Government Bonds

With your customized financial services planning profile, WE CAN HELP YOU determine where you are financially, analyze your needs and goals, and create a practical strategy to help meet those goals.

History

Established in 1985.

Our full service team of financial planning professionals is headquartered in Bismarck, ND, with satellite offices in Garrison and Riverdale, and a full-​time branch in Stanley, ND. We take the time necessary to help our clients understand the principals of investing and risk management so they can make better investment choices. We offer financial planning and investment advisory services, life and long-​term care insurance solutions, mutual and exchange traded funds, stocks, bonds and much more.

Planningteam Financial Advisors, conveniently headquartered in the American Bank Center building in downtown Bismarck, provides professional investment services through Investment Centers of America, Inc. (ICA), one of the largest independent broker/​dealer networks in the nation. ICA is a true local success story, established in Bismarck in 1985, with Planningteam Financial Advisors (formerly known as the Investment Centers of America, Inc.) as the company’s very first office.

Meet the Manager

Thomas Gunderson M.

Manager

Education

Jamestown College Bachelor of Arts

Services

Estate Planning

IRA Planning Traditional Roth and Rollovers

Lump Sum Distributions

Retirement Plans

Employee Retirement Programs

Life Insurance Planning

Long Term Care Insurance Planning

Professional Credentials

Series 7 63 22 and 24 registrations

Life and Health Insurance license

AIF Registered

1982 thru 1983 Registered Representative with E F Hutton

1983 thru Present Registered Representative with Investment Centers of America Inc located at American Bank Center

1987 Received CFP R licensee designation

Past President of Investment Centers Group Inc

Member of IAFP