Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lundquist is a financial advisor registered with LPL Financial LLC in Woodbury, MN. Craig has 12 years of experience in the financial services industry. Craig is registered to offer securities and investment advisory services in Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Minnesota, Nevada, New York, North Carolina, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Virginia, and Wisconsin. Craig has a Series 7, Series 6, Series 63, and Series 66 licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/30/2024 - Present
LPL Financial LLC (WOODBURY MN)
MN
03/15/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (N ST. PAUL MN)
MN
07/14/2016 - 03/08/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAINT LOUIS PARK MN)
MN
09/24/2013 - 07/11/2016
CUNA BROKERAGE SERVICES, INC. (APPLE VALLEY MN)
WI
11/30/2010 - 05/09/2012
CUNA BROKERAGE SERVICES, INC. (RIVER FALLS WI)
WI
05/20/2003 - 01/07/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 01/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Lundquist is the right advisor for you? Invested Better is here to help.
