Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lund is a financial advisor with Cetera Investment Advisers LLC. Chad has been in the financial industry since 1999. Chad holds the Series 7, Series 63, and Series 65 licenses. Chad specializes in providing financial advice to individuals, families, and businesses. Chad is committed to providing his clients with personalized financial planning and investment management services. Chad is also a board member of Dakota Futures, Inc., and Dakota Finance Corporation, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (REDWOOD FALLS MN)
MN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (REDWOOD FALLS MN)
IA
01/15/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
05/13/1999 - 01/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/13/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 10/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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