Joel Lund, financial advisor Boise ID
93 score

Joel Lund

CRD Number: 3037045
Current Firm: Ameriprise Financial Services, Inc.

Joel Lund (CRD# 3037045) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Boise, ID and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Boise, ID Sep 2014 - Current 2
Joel Lund Boise, ID Dec 2011 - Current 5
Prepare For Rain Boise, ID Dec 2011 - Current 5
Naifa Boise Board Boise, ID Jul 2009 - Current 7
Beautiful Savior Lutheran Church Boise, ID Oct 2008 - Current 8
Various Insurance Carriers For W & R Insurance Agencies Boise, ID Jul 1998 - Current 18
Waddell & Reed, Inc. Boise, ID Mar 1998 - Current 18
Financial Planning Association Of Idaho Nampa, ID Nov 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1998
Contact Info for Joel L. Lund
Phone Number: 612-671-3131
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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