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Christopher Anthony Lund

CWM, LLC

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About Christopher Anthony Lund

Christopher Lund is an investment advisor representative registered with CWM, LLC DBA Carson Group Partners. Christopher has been in the financial services industry since 1992. Christopher is registered with the state of Massachusetts and is also licensed in Florida, New York and Rhode Island. Christopher has passed the Series 6, 7, 24, 26, 63 and 65 exams. Christopher has a Certified Financial Planner designation. Christopher provides financial planning, estate planning, and investment management services to individuals and families.

Firm Information

Christopher Lund is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees from other investment advisors

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Christopher Lund’s Registration & Firm History

MA

04/30/2019 - Present

CWM, LLC (Foxborough MA)

MA

06/01/2012 - 04/25/2019

LINCOLN INVESTMENT (PLAINVILLE MA)

MA

11/22/2005 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (PLAINVILLE MA)

MA

08/21/2002 - 11/16/2005

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

RI

01/27/1992 - 08/13/2002

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 02/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/01/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/23/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Anthony Lund.
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