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Kyle Jacob Lunde

Catalina Capital Group, LLC

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About Kyle Jacob Lunde

Kyle Jacob Lunde is a registered investment advisor representative with Catalina Capital Group, LLC. Kyle has been in the industry since 2012 and has experience with Dimensional Fund Advisors, Eaton Vance Distributors, Inc., and DFA Securities LLC. Kyle is licensed in California and Washington and holds the Series 66, Series 7, and SIE exams. Kyle specializes in investment advisory services, financial planning, pension consulting, educational seminars, and publication of periodicals.

Firm Information

Kyle Lunde is currently registered with Catalina Capital Group, LLC. Catalina Capital Group, LLC is an investment advisor headquartered in Torrance, CA. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension/profit sharing plans. The firm manages approximately $629.59 million in regulatory assets.
Catalina Capital Group, LLC

2601 AIRPORT DRIVE

TORRANCE, CA 90505

$629.59M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kyle Lunde’s Registration & Firm History

CA

08/29/2024 - Present

Catalina Capital Group, LLC (TORRANCE CA)

WA

04/19/2016 - 10/22/2019

EATON VANCE DISTRIBUTORS, INC. (SEATTLE WA)

TX

02/26/2013 - 10/30/2015

DFA SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 07/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Jacob Lunde.
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