Frederick Lundin, financial advisor Downers Grove IL
96 score

Frederick Lundin

CRD Number: 5598682
Current Firm: Tc Wealth Partners, LLC

Frederick Lundin (CRD# 5598682) is an Investment Advisor Representative working at Tc Wealth Partners, LLC in Downers Grove, IL and has over 5 years of experience in the finance industry. Frederick Lundin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tc Wealth Partners Downers Grove, IL Jan 2017 - Current 1
Trust Company Of Illinois Downers Grove, IL Aug 2016 - Current 1
Non-variable Insurance Downers Grove, IL Sep 2012 - Current 5
Raymond James Financial Services Advisors Inc. Green Bay, WI Feb 2013 - Aug 2016 3
Raymond James Financial Services Green Bay, WI Nov 2012 - Aug 2016 3
A Farah Investments, LLC Green Bay, WI May 2012 - Aug 2016 4
Raymond James Financial Services Green Bay, WI May 2012 - Nov 2012 < 1
St. Norbert College De Pere, WI Aug 2008 - Jun 2012 3
Crossroads Financial Group De Pere, WI May 2011 - Sep 2011 < 1
Dottenwhy Financial Group Wausau, WI Dec 2009 - Mar 2011 1
Northwestern Mutual Financial Network Wausau, WI Jul 2008 - Apr 2010 1
Shepherd & Schaller Sporting Goods Wausau, WI Jul 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Frederick W. Lundin
Phone Number: 888-545-2200
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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