Sven Lundell, financial advisor Lakewood CO

Sven Lundell

CRD Number: 7077976
Current Firm: Valic Financial Advisors, Inc.

Sven Lundell (CRD# 7077976) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Lakewood, CO Apr 2019 - Current 3
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
University Of Wyoming Laramie, WY May 2011 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Sven O. Lundell
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CO
  • MT
  • NE
  • WY
By the Numbers
  • Total Assets Under Management
    26,915
    MILLIONS
  • Total Number of Accounts
    359,447
    ACCOUNTS
  • Average Account Value
    $74,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, 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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