Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Michael Lunde is a registered representative at Northwestern Mutual Investment Services, LLC. Cole has been in the financial services industry since August 2014 and holds a Series 66 license and the Securities Industry Essentials (SIE) Exam. Cole is registered with the states of Colorado, Florida, Illinois, Maryland, Minnesota, Nebraska, North Carolina, Ohio, South Carolina, South Dakota and Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MN
01/12/2015 - Present
Northwestern Mutual Investment Services, LLC (Golden Valley MN)
BOTH
Issued 01/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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