Sven Lundell (CRD# 7077976) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 4 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Lakewood, CO | Apr 2019 - Current | 5 |
| Unemployed | Laramie, WY | Dec 2018 - Apr 2019 | < 1 |
| Wyoming Democratic Party | Cheyenne, WY | Aug 2018 - Nov 2018 | < 1 |
| Unemployed | Laramie, WY | May 2018 - Jul 2018 | < 1 |
| University Of Wyoming | Laramie, WY | Jun 2017 - May 2018 | < 1 |
| University Of Wyoming | Laramie, WY | Jun 2016 - May 2017 | < 1 |
| Uniwyo | Laramie, WY | Jul 2015 - May 2016 | < 1 |
| University Of Wyoming | Laramie, WY | Oct 2014 - May 2015 | < 1 |
| Wyoming Energy Council | Laramie, WY | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CO
- MT
- NE
- WY
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Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, WY
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