Ryan LundervoldCRD Number: 4548206
Current Firm: Ae Wealth Management, LLC
Ryan Lundervold (CRD# 4548206) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Oakdale, MN and has over 13 years of experience in the finance industry.
Brown Wealth Management, LLC
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Ae Wealth Management, LLC||Topeka, KS||Jul 2017 - Current||< 1|
|Lundervold Financial, LLC||Oakdale, MN||Jan 2006 - Current||12|
|Gradient Advisors, LLC||Arden Hills, MN||Aug 2013 - Jul 2017||3|
|Lundervold, Inc.||Oakdale, MN||May 1999 - Oct 2016||17|
|Ing Financial Partners, Inc.||Woodbury, MN||Dec 2008 - Aug 2013||4|
|Cri Securities, Inc.||St Paul, MN||Jun 2004 - Dec 2008||4|
|Securian Financial Services, Inc.||St Paul, MN||Jun 2004 - Dec 2008||4|
|North Star Consultants, Inc.||Minneapolis, MN||Apr 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2016|
|S63||Uniform Securities State Law Examination||Jul 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Investigation
- Regulatory Event
Total Assets Under Management2,003MILLIONS
Total Number of Accounts10,040ACCOUNTS
Average Account Value$199,500
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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