Brett Lundgren, financial advisor San Antonio TX
90 score

Brett Lundgren

CRD Number: 5620721
Current Firm: American Funds Distributors, Inc.

Brett Lundgren (CRD# 5620721) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
American Funds San Antonio, TX Oct 2011 - Current 5
Us Bank Maple Grove, MN May 2010 - Sep 2011 1
University Of Minnesota Minneapolis, MN Sep 2009 - May 2010 < 1
North Star Resource Group Minneapolis, MN Oct 2008 - Apr 2010 1
University Of Minnesota Minneapolis, MN Sep 2008 - May 2009 < 1
Luverne Public Schools Luverne, MN Jun 2006 - Aug 2008 2
Luverne Public Schools Luverne, MN Jun 2001 - Aug 2008 7
University Of Minnesota Minneapolis, MN Sep 2007 - May 2008 < 1
University Of Minnesota Minneapolis, MN Sep 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Brett K. Lundgren
Phone Number: 213-486-9200
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, IN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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