Frederick LundinCRD 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|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|
Total Assets Under Management349MILLIONS
Total Number of Accounts108ACCOUNTS
Average Account Value$3,234,717
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CO, FL, IL, IN, MO, NE, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.