Unclaimed
Ryan Lundervold is a financial advisor who has been in the industry since 2004. Ryan is registered with AE Wealth Management, LLC and holds both Series 6 and Series 63 licenses. Ryan has a strong background in insurance sales and has experience working with both individuals and businesses. Ryan is a dedicated and experienced professional who is committed to helping clients reach their financial goals. Ryan has also worked for ING Financial Partners, Inc., CRI Securities, LLC and Securian Financial Services, 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.
1
2
MN
06/14/2023 - Present
AE Wealth Management, LLC (North Lake Elmo MN)
MN
12/17/2008 - 08/22/2013
ING FINANCIAL PARTNERS, INC. (OAKDALE MN)
MN
12/09/2004 - 12/12/2008
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
12/09/2004 - 12/12/2008
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 01/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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