Erik Bunderson
Financial Advisor-BMO Investment Services
Address
Erik Bunderson
1404 Creston Park Drive
Janesville, WI 53545
Languages
English
Languages
English
About Me
Erik is a Financial Advisor with six years of experience currently serving Janesville and Delavan markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Erik customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Erik received his Bachelor of Arts in Finance from University of Wisconsin - Milwaukee. Erik holds series 7 license, held through LPL Financial along with his life, health, and annuity insurance licenses.
Erik lives in Stoughton with his wife and two children. He enjoys golfing, UW Badgers sporting events and vacationing in Canada with the family.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management