Margit Lund, financial advisor Golden Valley MN
100 score

Margit Lund

CRD Number: 2996118
Current Firm: Thrivent Investment Management Inc.

Margit Lund (CRD# 2996118) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Golden Valley, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Thrivent Financial For Lutherans Appleton, WI Jan 2013 - Current 3
Thrivent Investment Management Inc. Golden Valley, MN Oct 2012 - Current 4
Thrivent Financial For Lutherans Appleton, WI Oct 2012 - Jan 2013 < 1
Ameriprise Financial Minneapolis, MN Oct 2006 - Sep 2012 5
Riversource Distributors, Inc. Minneapolis, MN Oct 2006 - Jan 2009 2
Thrivent Investment Management Inc. Minneapolis, MN Jan 2006 - Jul 2006 < 1
Thrivent Financial For Lutherans Minneapolis, MN Jan 2006 - Jul 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Margit J. Lund
By the Numbers
  • Total Assets Under Management
    8,027
    MILLIONS
  • Total Number of Accounts
    36,119
    ACCOUNTS
  • Average Account Value
    $222,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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