Arthur LundgrenCRD Number: 6163618
Current Firm: Garrett Investment Advisors, LLC
Arthur Lundgren (CRD# 6163618) is an Investment Advisor Representative working at Garrett Investment Advisors, LLC in Eureka Springs, AR and has over 4 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Boston Mountain Money Management, Inc.
Cambridge Investment Research Advisors, Inc.
|Garrett Investment Advisors, LLC||Minnetonka, MN||Jan 2014 - Current||4|
|Stay At Home Parent||Minnetonka, MN||Sep 2013 - Current||4|
|Student||Minneapolis, MN||Sep 2011 - Aug 2013||1|
|Stay At Home Parent||Minnetonka, MN||Oct 2003 - Aug 2011||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management75MILLIONS
Total Number of Accounts305ACCOUNTS
Average Account Value$247,311
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, CA, CO, CT, FL, GA, IL, KS, KY, MA, MI, MN, ND, NY, OH, OR, PA, TX