Alexandra Lundgren, financial advisor Boise ID
93 score

Alexandra Lundgren

CRD Number: 3103700
Current Firm: Tree City Advisors, LLC

Alexandra Lundgren (CRD# 3103700) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Tree City Advisors, LLC Boise, ID Mar 2016 - Current < 1
Oneamerica Securities Boise, ID Oct 2013 - Current 3
American United Life Boise, ID Sep 2013 - Current 3
Financial Telesis Inc. San Rafael, CA Feb 2008 - Aug 2013 5
The Asset Consulting Group Boise, ID Nov 2005 - Aug 2013 7
Mid Atlantic Capital Corp. Boise, ID Feb 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Alexandra G. Lundgren
Phone Number: (208) 888-1244
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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