Arthur Lundgren, financial advisor Eureka Springs AR
89 score

Arthur Lundgren

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Garrett Investment Advisors, LLC Minnetonka, MN Jan 2014 - Current 2
Stay At Home Parent Minnetonka, MN Sep 2013 - Current 3
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
Contact Info for Arthur Lundgren
Phone Number: 910-333-6659
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $198,786
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, CO, CT, FL, IL, KS, KY, MA, MI, MN, NY, OH, OR, PA, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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