Gary Lundberg (CRD# 2930590) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sycamore, IL and has over 26 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | Sycamore, IL | Jan 2024 - Current | < 1 |
| Ids Life Insurance Company | Rockford, IL | Aug 1997 - Current | 26 |
| Lpl Financial, LLC | Rockford, IL | Jun 2015 - Jan 2024 | 8 |
| American Express Financial Advisors Inc. | Rockford, IL | Aug 1997 - Jun 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- IL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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