Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lundstrom is a financial advisor with Osaic Wealth, Inc. located in Overland Park, Kansas. Richard has over 30 years of experience in the financial services industry and holds both Series 65 and 63 licenses. Richard specializes in financial planning, portfolio management, and pension consulting. Richard has also been recognized as a Certified Financial Planner. Richard's past experience includes working with Securities America, Inc. and Piper Jaffray 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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
01/15/1998 - 06/14/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
MN
01/04/1995 - 02/04/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
11/02/1990 - 01/06/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/1990 - 01/06/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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